Nicholas Johann Copeland
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Nicholas Johann Copeland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
- Bank of America, N.A.Oct 2025 to Jan 2026
- Bank of America, N.A.Sep 2025 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Sep 2025
- Dr. Janki Md PaMar 2025 to May 2025
- UnemployedMay 2024 to Mar 2025
- Verde GardenMar 2024 to May 2024
- Los Cucos Mexican GrillSep 2023 to Feb 2024
- SuitsupplyOct 2022 to Mar 2023
- Pretty Liar Lounge and Sound GartenMar 2022 to Sep 2023
- Sekai NightclubNov 2021 to Mar 2022
- Pour BehaviorMay 2021 to Nov 2021
- Heights Bier GartenDec 2019 to Mar 2021
- Hugo Boss Fashions, Inc.Nov 2019 to Jan 2020
- Saks Fifth AvenueMay 2019 to Dec 2019
- UnemployedDec 2017 to Aug 2019
- Aura NightclubMar 2017 to Nov 2017
- Vrsi NightclubJun 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8103235
- Firm CRD
- 7691