Edward C. Rorer

COPELAND CAPITAL MANAGEMENT

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CRD#: 403802

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Crawley Rorer'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

August 7, 2009 - Present

COPELAND CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135822

Past

January 4, 1999 - July 31, 2009

RORER ASSET MANAGEMENT LLC

RIA

CRD#: 104575

CONSHOHOCKEN, PA

Past

February 14, 1995 - August 10, 1998

FIRST COLONIAL SECURITIES

CRD#: 25121

BOCA RATON, FL

Past

January 5, 1993 - February 9, 1995

MERCER SECURITIES, LTD.

CRD#: 30903

Past

October 20, 1978 - December 31, 1992

EDWARD C. RORER & CO., INC.

CRD#: 7701

PHILADELPHIA, PA

Past

August 25, 1976 - November 26, 1978

PROFESSIONAL CAPITAL MANAGEMENT, INC.

CRD#: 6919

Past

July 26, 1971 - August 19, 1976

BLYTH EASTMAN DILLON & CO. INCORPORATED

CRD#: 6361

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(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

State Security Law Exam

IAR

Series 65

Date: 11/23/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 7/22/1971

Registered Representative Examination

Principal/Supervisory Exam

F04

Date: 3/20/1978

Financial Principal Examination

Principal/Supervisory Exam

Series 40

Date: 5/24/1976

Registered Principal Examination

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)

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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 (39 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.

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Edward C. Rorer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Crawley Rorer's CRS (Customer Relationship Summary).

Certified licenses

Experience

RORER ASSET MANAGEMENT LLC

FIRST COLONIAL SECURITIES

MERCER SECURITIES, LTD.

EDWARD C. RORER & CO., INC.

PROFESSIONAL CAPITAL MANAGEMENT, INC.

BLYTH EASTMAN DILLON & CO. INCORPORATED

Primary Firm SEC Registration

COPELAND CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/1992

Series 63

Date: 7/16/1985

Series 1

Date: 7/22/1971

F04

Date: 3/20/1978

Series 40

Date: 5/24/1976

Current Firm

COPELAND CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPELAND CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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