James Alexander Milroy
Investment adviser representative at Owl Creek Wealth Partners
12 yearsExperience
1 stateRegistered in
CFADesignation
$602.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Owl Creek Wealth PartnersJul 2026 to now
- Perspective Wealth AdvisorsMar 2025 to Jul 2026
- UnemployedDec 2024 to Feb 2025
- Easterly Securities LLC & Easterly Asset Management LPOct 2023 to Nov 2024
- Fdx Capital,LLCJun 2019 to Oct 2023
- James Alpha AdvisorsJun 2019 to Oct 2023
- Syntrinsic Investment CounselApr 2018 to Apr 2019
- Srs AcquiomAug 2014 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Owl Creek Wealth Partners
Legal name: Owl Creek Wealth Partners LLC
$602.3MAssets managed
100Clients
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
- 5904237
- Firm CRD
- 331850