MG
CFA
MG
CFA

Michael Joseph Gebhardt

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.9B
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Location

161 Washington Street, Suite 1325, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael works as a portfolio specialist at Copeland Capital Management, providing sales support and relationship management. This is a full-time role.

Employment History
Current Registrations
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs 1 mo
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Copeland Capital Management, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Northern Lights Distributors, LLCBroker
December 2018 - December 2021 · 3 yrs
Morgan Stanley
November 2004 - December 2004 · 1 mo
Morgan Stanley Dw INC.Broker
October 2004 - December 2004 · 2 mos
State Registrations14 states
AKAZCACOHIIDKSMTNENVORUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Joseph Gebhardt - Financial Advisor | TrueAdvisor