Charles Copeland has been an investment adviser representative at Elevage Partners since December 2024, and is not listed among the firm’s executive officers or direct owners. Charles Copeland holds a Bachelor's degree in Economics from the University of California, Riverside and a Master's degree in Economics from Cal Poly Pomona.
Elevage Partners, LLC is a Reno, NV firm with $155M under management, 368 clients and 5 advisers across 7 offices, as of its March 2026 filing.
Chuck Copeland is Wealth Management Advisor at Elevage Partners. Copeland has more than 25 years of experience in financial services and joined the firm in 2012.
Charles Copeland’s longest registration was 13 years at Copeland Wealth Management (1998–2011). Before joining Elevage Partners in 2024, Charles Copeland was registered through Copeland Wealth Management.
- Elevage Partners, LLCCurrent– present · 1 yearMarsing, ID · Adviser representative · Firm CRD 158386
- Copeland Wealth Management– · 13 yearsRedlands, CA · Adviser representative · Firm CRD 121527
Investment adviser representative registrations
Charles Copeland is registered as an investment adviser representative in California, since December 2024.
- CaliforniaSince 16 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2010 |
| Series 7 | General Securities Representative Examination | 16 March 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Lawrence Copeland
- CRD
- 3046149
- Firm
- Elevage Partners · CRD 158386
- Office
- Marsing, ID
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevagepartners.com
Where does Charles Copeland work?
Charles Copeland is an investment adviser representative registered through Elevage Partners, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Charles Copeland a financial advisor?
Yes. Charles Copeland has a current investment-adviser registration in California, through Elevage Partners since December 2024.
How many years of experience does Charles Copeland have?
Charles Copeland has 26 years in the financial industry, since July 2000, across 2 adviser firms.
What exams has Charles Copeland passed?
Charles Copeland has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in March 1998.
Where did Charles Copeland work before Elevage Partners?
Before Elevage Partners, Charles Copeland was registered through Copeland Wealth Management, October 1998 to December 2011.
Where is Charles Copeland based?
Charles Copeland’s registered office is in Marsing, ID.
Is Charles Copeland registered with FINRA?
No. Charles Copeland has no current broker registration.
How can I verify Charles Copeland’s record?
Search CRD 3046149 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Copeland’s full registration record.