Edward Crawley Rorer
Professional Summary
Edward Crawley Rorer is a registered financial advisor currently at COPELAND CAPITAL MANAGEMENT, LLC. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Edward has worked at 7 firms and has passed the Series 65, Series 63, Series 1, F04 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
55 years in the financial services industry
Current & Past Employments
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Current Firm
COPELAND CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
161 Washington Street Suite 1325, Conshohocken, PA 19428Phone Number
(484) 351-3700# of Employees
30SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,983AUM (Assets Under Management)
$4,063,157,512Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COPELAND CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(2/26/2010)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jul 1971F04 — Financial Principal Examination
Passed Mar 1978Series 40 — Registered Principal Examination
Passed May 1976Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Crawley Rorer's CRS (Customer Relationship Summary).
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