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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

CHARLES MICHAEL BARRETT

Advisor at COPELAND CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:82e3e852-ca5d-3e5f-095b-0f8fffa9bb8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 18, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPELAND CAPITAL MANAGEMENT, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 28, 1994
First registration: Feb 18, 2005
Dual registered: yes, broker-dealer
Other names: CHUCK BARRETT|CHARLES BARRETT
IAPD individual key: 2490925

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPELAND CAPITAL MANAGEMENT, LLC	Mixed wealth	Apr 4, 2011	n/a	yes	CONSHOHOCKEN, PA	Current employment
M&T SECURITIES, INC.	n/a	Jun 12, 2008	Nov 12, 2010	no	BALTIMORE, MD\|BUFFALO, NY\|BUFFALO, NY	Previous registration
MANULIFE INVESTMENT MANAGEMENT (US) LLC	Asset manager	Aug 10, 2005	Apr 28, 2008	no	BOSTON, MA	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Feb 18, 2005	Apr 28, 2008	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M&T SECURITIES, INC.	COPELAND CAPITAL MANAGEMENT, LLC	Nov 12, 2010	Apr 4, 2011	143	Firm change	Other
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	MANULIFE INVESTMENT MANAGEMENT (US) LLC	Apr 28, 2008	Aug 10, 2005	-992	Firm change after gap	Other
MANULIFE INVESTMENT MANAGEMENT (US) LLC	M&T SECURITIES, INC.	Apr 28, 2008	Jun 12, 2008	45	Firm change	Other

Relationships

Registered with (4)

→ COPELAND CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 4, 2011 to presentfactForm ADV
→ M&T SECURITIES, INC.Registered adviserregistration: previous registration
Jun 12, 2008 to Nov 12, 2010factForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 18, 2005 to Apr 28, 2008factForm ADV
→ MANULIFE INVESTMENT MANAGEMENT (US) LLCRegistered adviserregistration: previous registration
Aug 10, 2005 to Apr 28, 2008factForm ADV

Dated events

No dated event names this entity yet.