James Milroy has been an investment adviser representative at Owl Creek Wealth Partners since July 2026, and is not listed among the firm’s executive officers or direct owners.
Owl Creek Wealth Partners LLC is a Greenwood Village, CO firm with $602M under management, 100 clients and 2 advisers in one office, as of its September 2026 filing.
James Milroy’s longest registration was 2 years at Easterly Funds LLC (2019–2021). Before joining Owl Creek Wealth Partners in 2026, James Milroy was registered through Perspective Wealth Advisors and Easterly Funds LLC.
- Owl Creek Wealth PartnersCurrent– present · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 331850
- Perspective Wealth Advisors– · under a yearLoveland, CO · Adviser representative · Firm CRD 332574
- Easterly Funds LLC– · 2 yearsLakewood, CO · Adviser representative · Firm CRD 281785
- Easterly Funds LLC– · 2 yearsLakewood, CO · Adviser representative · Firm CRD 281785
- Syntrinsic Investment Counsel, LLC.– · under a yearDenver, CO · Adviser representative · Firm CRD 147978
Investment adviser representative registrations
James Milroy is registered as an investment adviser representative in Colorado, since July 2026.
- ColoradoSince 9 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 April 2024 |
| Series 7TO | General Securities Representative Examination | 14 October 2019 |
| Series 7 | General Securities Representative Examination | 16 September 2013 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Representative Examination
- Full name
- James Alexander Milroy
- CRD
- 5904237
- Firm
- Owl Creek Wealth Partners · CRD 331850
- Office
- 8101 E. PRENTICE AVE, SUITE 675, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does James Milroy work?
James Milroy is an investment adviser representative registered through Owl Creek Wealth Partners LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Milroy a financial advisor?
Yes. James Milroy has a current investment-adviser registration in Colorado, through Owl Creek Wealth Partners since July 2026.
How many years of experience does James Milroy have?
James Milroy has 7 years in the financial industry, since December 2018, across 4 adviser firms.
What exams has James Milroy passed?
James Milroy has passed 3 licensing exams: the Series 7, Series 7TO and Series 63. The earliest, the Series 7, was passed in September 2013.
Where did James Milroy work before Owl Creek Wealth Partners?
Before Owl Creek Wealth Partners, James Milroy was registered through Perspective Wealth Advisors, May 2025 to May 2026; Easterly Funds LLC, February 2022 to March 2024; Easterly Funds LLC, June 2019 to December 2021; Syntrinsic Investment Counsel, LLC., January 2019 to March 2019.
Where is James Milroy based?
James Milroy’s registered office is in Greenwood Village, CO.
Is James Milroy registered with FINRA?
No. James Milroy has no current broker registration.
How can I verify James Milroy’s record?
Search CRD 5904237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Milroy’s full registration record.
