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James Weldon Copley

ROSELINE CAPITOL ADVISORS, LLC·RICHMOND, Virginia
Clean recordROSELINE CAPITOL ADVISORS, LLC
140 VIRGINIA ST., RICHMOND, VA 23219CRD# 1790392Firm CRD# 137604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Weldon Copley · RICHMOND, VA
Registration
CRD #1790392 · ROSELINE CAPITOL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Weldon Copley is a registered financial advisor based in RICHMOND, Virginia, affiliated with ROSELINE CAPITOL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROSELINE CAPITOL ADVISORS, LLC
ROSELINE CAPITOL ADVISORS, LLC
AUM
$66M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ROSELINE CAPITOL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1790392
Firm CRD# 137604
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Weldon Copley offer?
James Weldon Copley specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.
What are James Weldon Copley's credentials?
James Weldon Copley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Weldon Copley located?
James Weldon Copley is based in RICHMOND, Virginia, working with ROSELINE CAPITOL ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does James Weldon Copley charge for services?
James Weldon 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 ROSELINE CAPITOL ADVISORS, LLC?
ROSELINE CAPITOL ADVISORS, LLC has approximately 5 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROSELINE CAPITOL ADVISORS, LLC

Beth P. Bradberry
RICHMOND, VA
James Vanmeter Duty
RICHMOND, VA
John Ellis Flounders
RICHMOND, VA

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Research
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