Michael Copelan
CRD Number: 7158688Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Copelan (CRD# 7158688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bainbridge Island, WA and has over 4 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Bainbridge Island, WA | Oct 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bainbridge Island, WA | Aug 2022 - Current | 1 |
| J.p. Morgan Chase Bank, N.a. | Bainbridge Island, WA | Jul 2019 - Aug 2022 | 3 |
| J.p. Morgan Securities, LLC | Bainbridge Island, WA | Jul 2019 - Aug 2022 | 3 |
| Wells Fargo | Bainbridge Island, WA | Nov 2016 - Jul 2019 | 2 |
| Best Buy Inc, | Silverdale, WA | Feb 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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