John Roscoe
Osprey Private Wealth · New York, New York
John Roscoe is a fee-only financial advisor at Osprey Private Wealth in New York, New York, who holds the CFA credential. John focuses on family wealth transfer, estate & legacy planning and retirement planning. Osprey Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Osprey Private Wealth |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $448.4M across 124 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 1785868 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | ospreypw.com |
| Profile |
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Questions about John
Is John Roscoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Osprey Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Osprey Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is John Roscoe based?
John Roscoe is based in New York, New York.
What does John specialize in?
John's specialties include family wealth transfer, estate & legacy planning, retirement planning and tax planning. John works with multi-generational families.
What credentials does John Roscoe hold?
John Roscoe holds the CFA credential.
Is John Roscoe registered with the SEC?
Yes. John Roscoe is registered as an investment adviser representative in NY (CRD 1785868), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osprey Private Wealth manage?
Osprey Private Wealth reports $448.4M across 124 accounts in assets under management.
How do I contact John Roscoe?
Through John's website, ospreypw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Osprey Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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