Unclaimed Profile

Mark Edward Copeland

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 22, Series 63, Series 65CFP29 years registeredSIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 1844301Firm CRD# 108163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Edward Copeland · LOS ANGELES, CA

Registration

CRD #1844301 · SIGNATURE ESTATE & INVESTMENT ADVISORS LLC · 29 years registered

Brand Profile

Not yet started

Career History

SEIA

Jul 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

CRD 108163 · SEC 801-56288

AUM

$14.2B

Regulatory assets under management

Employees

138

18,483 client accounts

Services offered by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIGNATURE ESTATE & INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Edward Copeland offer?

Mark Edward Copeland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Mark Edward Copeland's credentials?

Mark Edward Copeland holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Edward Copeland located?

Mark Edward Copeland is based in LOS ANGELES, California, working with SIGNATURE ESTATE & INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Mark Edward Copeland charge for services?

Mark Edward Copeland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE ESTATE & INVESTMENT ADVISORS LLC?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has approximately 138 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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