Coby Schwartz is a 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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Coby is an Associate Regional Director at Copeland Capital Management, LLC, a financial services and investment firm. This role takes nearly full-time hours.
Employment History
Current Registrations
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs 3 mos
Copeland Capital Management, LLC
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
November 2019 - December 2021 · 2 yrs 1 mo
Janney Montgomery Scott LLC
January 2019 - October 2019 · 9 mos
Janney Montgomery Scott LLCBroker
November 2018 - October 2019 · 11 mos
State Registrations5 states
CACOILMAPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.