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David Brian Mcgonigle

COPELAND CAPITAL MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Series 6, Series 63Clean record24 years registeredCOPELAND CAPITAL MANAGEMENT, LLC
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 4470926Firm CRD# 135822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Brian Mcgonigle · CONSHOHOCKEN, PA
Registration
CRD #4470926 · COPELAND CAPITAL MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

COPELAND CAPITAL MANAGEMENT, LLC
Aug 2009 – present
RORER ASSET MANAGEMENT LLC
Oct 2001 – Jul 2009
CONSHOHOCKEN, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · October 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COPELAND CAPITAL MANAGEMENT, LLC
CRD 135822 · SEC 801-68586
AUM
$4.8B
Regulatory assets under management
Employees
29
2,590 client accounts
Services offered by COPELAND CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at COPELAND CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does David Brian Mcgonigle offer?
David Brian Mcgonigle specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are David Brian Mcgonigle's credentials?
David Brian Mcgonigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brian Mcgonigle located?
David Brian Mcgonigle is based in CONSHOHOCKEN, Pennsylvania, working with COPELAND CAPITAL MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does David Brian Mcgonigle charge for services?
David Brian Mcgonigle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPELAND CAPITAL MANAGEMENT, LLC?
COPELAND CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COPELAND CAPITAL MANAGEMENT, LLC

James Cameron Spencer
CONSHOHOCKEN, PA
Anthony William Godonis
CONSHOHOCKEN, PA

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