Michael Roscoe
Investment adviser representative at Primoris Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$230MFirm assets
5 yearsFirm in business
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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.
- Portfolio management
Experience
10 years in the industry.
- Primoris Wealth Advisors, LLCAug 2018 to now
- Barclay Breland Family OfficeJan 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Primoris Wealth Advisors, LLC
$230MAssets managed
429Clients
6Advisers
5 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
- 5197794
- Firm CRD
- 125567