John Scott Roscoe
Investment adviser representative at Osprey Private Wealth LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$448.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Osprey Private Wealth LLCNov 2025 to now
- Self-employedJun 2024 to Oct 2025
- CorientFeb 2023 to May 2024
- Corient Services LLCJan 2022 to May 2024
- Roosevelt InvestmentsJan 2021 to May 2024
- The Roosevelt Investment Group, Inc.May 2008 to Dec 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Osprey Private Wealth LLC
$448.4MAssets managed
58Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1785868
- Firm CRD
- 331295