Michael J. Gebhardt

COPELAND CAPITAL MANAGEMENT

Denver, CO

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CRD#: 4834068

Professional summary

Michael Joseph Gebhardt, who also goes by Michael J. Gebhardt, Michael Gebhardt, is a registered financial advisor currently at COPELAND CAPITAL MANAGEMENT, LLC located in Denver, Colorado and VIGILANT DISTRIBUTORS, LLC located in Conshohocken, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J. Gebhardt | Michael Gebhardt

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, Investment Related, 161 Washington Street, Conshohocken PA 19428, Portfolio Specialist, Started 9.4.18, 40 hours/week, sales support and relationship management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Gebhardt'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

January 7, 2019 - Present

COPELAND CAPITAL MANAGEMENT, LLC

RIA

CRD#: 135822

Denver, CO

Current

January 19, 2022 - Present

VIGILANT DISTRIBUTORS, LLC

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

CRD#: 285573

Conshohocken, PA

Past

December 27, 2018 - December 31, 2021

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

November 9, 2004 - December 15, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

DENVER, CO

Past

October 18, 2004 - December 15, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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

Alaska
(1/19/2022)

Arizona
(1/19/2022)

California
(1/19/2022)

Colorado
(1/19/2022)

IAR

Colorado
(11/9/2022)

Hawaii
(1/19/2022)

Idaho
(1/19/2022)

Kansas
(1/19/2022)

Montana
(1/19/2022)

Nebraska
(1/19/2022)

Nevada
(1/19/2022)

Oregon
(1/19/2022)

Utah
(1/19/2022)

Washington
(1/19/2022)

Wyoming
(1/19/2022)

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: 2/21/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/5/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/27/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/2004

General Securities Representative 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)

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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 (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.

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Advisor Monitoring

Firm Stability Insights

Michael J. Gebhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Gebhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIGILANT DISTRIBUTORS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

COPELAND CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/21/2019

Series 66

Date: 11/5/2004

Series 7TO

Date: 12/27/2018

SIE

Date: 10/22/2018

Series 7

Date: 10/14/2004

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

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