Michael Gebhardt is a CFA-designated registered investment advisor, based in Conshohocken, PA, with 7 years of industry experience.
Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
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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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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, LLCBroker
January 2022 - Present · 4 yrs 3 mos
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs 3 mos
Copeland Capital Management, LLC
January 2019 - Present · 7 yrs 3 mos
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
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Exams
No exam information available for this advisor.