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Ronald Edward Copley

COPLEY INVESTMENT MANAGEMENT, LLC·WILMINGTON, North Carolina
Clean record14 years registeredCOPLEY INVESTMENT MANAGEMENT, LLC
2328 LYNNWOOD DRIVE, WILMINGTON, NC 28403CRD# 4559087Firm CRD# 118014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Edward Copley · WILMINGTON, NC
Registration
CRD #4559087 · COPLEY INVESTMENT MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

COPLEY INVESTMENT MANAGEMENT, LLC
Sep 2012 – present
COPLEY INVESTMENT MANAGEMENT, LLC
Dec 2011 – Jul 2012
WILMINGTON, NC
02

Registrations & Exams

Registration record
First registered · December 14, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COPLEY INVESTMENT MANAGEMENT, LLC
CRD 118014 · SEC 801-118507
AUM
$200M
Regulatory assets under management
Employees
2
884 client accounts
Services offered by COPLEY INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COPLEY INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Ronald Edward Copley offer?
Ronald Edward Copley specializes in Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Ronald Edward Copley's credentials?
Ronald Edward Copley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Edward Copley located?
Ronald Edward Copley is based in WILMINGTON, North Carolina, working with COPLEY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Ronald Edward Copley charge for services?
Ronald Edward Copley'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 COPLEY INVESTMENT MANAGEMENT, LLC?
COPLEY INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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