Edward Rorer

from Copeland Capital Management, LLC
SEC regulated
Regulated Investment Advisor
Edward Rorer is a financial advisor based in Pennsylvania, Conshohocken, with 39 years of experience. Edward currently works for Copeland Capital Management, LLC. Edward maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Edward Rorer works at Copeland Capital Management, LLC
Copeland Capital Management, LLC is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $4,018,135,221 of assets under management and employs about 28 people. Copeland Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
161 Washington Street, Suite 1325, Conshohocken, Pennsylvania, 19428

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