Robin J. Lane

COPELAND CAPITAL MANAGEMENT

Conshohocken, PA 19428

Some features on this profile are disabled

CRD#: 2478758

Professional summary

Robin J. Lane, who also goes by Robin Jill Lane, Robin Jill Lieberman, Robin J Lieberman Lane, is a registered financial advisor currently at COPELAND CAPITAL MANAGEMENT, LLC located in Conshohocken, Pennsylvania and VIGILANT DISTRIBUTORS, LLC located in Conshohocken, Pennsylvania.

Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robin has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robin Jill Lane | Robin Jill Lieberman | Robin J Lieberman Lane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Copeland Capital Management, LLC, investment-related, 161 Washington Street, Suite 1325, Conshohocken, PA 19428, Investment Advisor, Principal - Marketing Manager, 01/2014, 40 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin J. Lane's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 2, 2014 - Present

COPELAND CAPITAL MANAGEMENT, LLC

Office #1: 161 Washington Street Suite 1325, Conshohocken, PA 19428

RIA

CRD#: 135822

Conshohocken, PA

Current

January 4, 2022 - Present

VIGILANT DISTRIBUTORS, LLC

Office #1: 161 Washington Street Suite 1325, Conshohocken, PA 19428

CRD#: 285573

Conshohocken, PA

Past

March 13, 2014 - December 31, 2021

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

July 19, 2006 - July 20, 2006

LOCKWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 40655

MALVERN, PA

Past

January 2, 2004 - April 2, 2007

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

Past

December 15, 2003 - March 20, 2007

PERSHING LLC

CRD#: 7560

MALVERN, PA

Past

September 17, 1998 - December 15, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

December 2, 1994 - September 16, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/24/2022)

Alaska
(5/24/2022)

Arizona
(6/3/2022)

Arkansas
(5/24/2022)

California
(5/24/2022)

Colorado
(5/24/2022)

Connecticut
(5/24/2022)

Delaware
(5/31/2022)

District of Columbia
(6/6/2022)

Florida
(5/25/2022)

Georgia
(5/25/2022)

Hawaii
(5/25/2022)

Idaho
(5/24/2022)

Illinois
(6/2/2022)

Indiana
(6/22/2022)

Iowa
(5/26/2022)

Kansas
(5/24/2022)

Kentucky
(5/25/2022)

Louisiana
(5/27/2022)

Maine
(5/24/2022)

Maryland
(5/24/2022)

IAR

Massachusetts
(10/20/2014)

Massachusetts
(5/25/2022)

Michigan
(5/27/2022)

Minnesota
(5/24/2022)

Mississippi
(5/27/2022)

Missouri
(5/26/2022)

Montana
(5/24/2022)

Nebraska
(5/24/2022)

Nevada
(6/14/2022)

New Hampshire
(5/24/2022)

New Jersey
(5/24/2022)

New Mexico
(5/24/2022)

New York
(5/24/2022)

North Carolina
(5/24/2022)

North Dakota
(5/31/2022)

Ohio
(5/24/2022)

Oklahoma
(6/2/2022)

Oregon
(5/25/2022)

IAR

Pennsylvania
(4/2/2014)

Pennsylvania
(1/4/2022)

Puerto Rico
(5/27/2022)

Rhode Island
(2/7/2023)

South Carolina
(5/24/2022)

South Dakota
(6/2/2022)

Tennessee
(5/25/2022)

Texas
(5/31/2022)

Utah
(5/24/2022)

Vermont
(5/24/2022)

Virgin Islands
(5/26/2022)

Virginia
(5/25/2022)

Washington
(6/3/2022)

West Virginia
(5/24/2022)

Wisconsin
(5/31/2022)

Wyoming
(6/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/16/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/5/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/16/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

CRD#: 135822 / SEC#: 801-68586

RIA

Registered Investment Advisory firm - (11/19/2007 Approved)

Massachusetts

Registered Investment Advisory firm - (1/7/2008 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

161 Washington Street Suite 1325, Conshohocken, PA 19428

Mailing Address

Phone number

(484) 351-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B (2/25/2025)

ADV PART 2A (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,599
AUM (Assets Under Management)	$ 4,947,657,452

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robin J. Lane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin J. Lane's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

LOCKWOOD FINANCIAL SERVICES, INC.

BNY ADVISORS

PERSHING LLC

LOCKWOOD FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

COPELAND CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/16/2014

Series 65

Date: 2/5/1998

SIE

Date: 10/1/2018

Series 7

Date: 12/1/1994

Series 24

Date: 5/16/2006

FINRA

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPELAND CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors