Adviser and broker representative · Copeland Capital Management, LLC
Robin J. Lane
CRD 2478758 · Conshohocken, PA
At a glance
Robin J. Lane is an investment adviser representative with Copeland Capital Management, LLC in Conshohocken, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robin’s SEC record dates to 2004, about 22 years ago. Robin is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Copeland Capital Management, LLCSince April 2014Conshohocken, PA · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Robin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.