John Youngman has been CEO and CCO of Osprey Private Wealth since March 2024, is a control person of the firm and directly owns between 50% and 75% of it. John Youngman holds a Bachelor of Arts from Middlebury College.
Osprey Private Wealth LLC is a New York, NY firm with $448M under management, 58 clients and 2 advisers in one office, as of its June 2026 filing.
John Youngman is Founding Partner & Sr. Wealth Advisor of Osprey Private Wealth. He works with families on wealth transfer strategies and investment portfolios. His investment career began in 1991 at Kidder, Peabody & Co.; he joined Griffin Asset Management (formerly Hovey, Youngman & Associates) in 1994, advancing to Partner and CFO, and became a Partner and Managing Director at Barrett Asset Management in 2010.
John Youngman’s longest registration is the current one, 2 years at Osprey Private Wealth since 2024. Before joining Osprey Private Wealth in 2024, John Youngman was registered through Segall Bryant & Hamill and Corient.
- Osprey Private Wealth LLCCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 331295
- Segall Bryant & Hamill– · under a yearNew York, NY · Adviser representative · Firm CRD 106505
- Corient– · 1 yearNew York, NY · Adviser representative · Firm CRD 319448
- Barrett Asset Management, LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 157047
Investment adviser representative registrations
John Youngman is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- ConnecticutSince 19 July 2024
- New YorkSince 17 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 18 February 1993 |
| Series 7 | General Securities Representative Examination | 21 January 1993 |
| Series 3 | National Commodity Futures Examination | 9 July 1991 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- John Gray Youngman
- CRD
- 2160024
- Firm
- Osprey Private Wealth · CRD 331295
- Role
- CEO and CCO
- Office
- 140 EAST 45TH STREET, SUITE 15B, New York, NY 10017
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ospreypw.com
Where does John Youngman work?
John Youngman has been CEO and CCO of Osprey Private Wealth LLC since March 2024, and is a control person of the firm.
Is John Youngman a financial advisor?
Yes. John Youngman has a current investment-adviser registration in Connecticut and New York, through Osprey Private Wealth since July 2024.
How many years of experience does John Youngman have?
John Youngman has 5 years in the financial industry, since August 2021, across 4 adviser firms.
What exams has John Youngman passed?
John Youngman has passed 3 licensing exams: the Series 3, Series 7 and Series 63. The earliest, the Series 3, was passed in July 1991.
Where did John Youngman work before Osprey Private Wealth?
Before Osprey Private Wealth, John Youngman was registered through Segall Bryant & Hamill, December 2023 to June 2024; Corient, February 2023 to July 2024; Barrett Asset Management, LLC, August 2021 to December 2023.
Where is John Youngman based?
John Youngman’s registered office is in New York, NY.
Is John Youngman registered with FINRA?
No. John Youngman has no current broker registration.
How can I verify John Youngman’s record?
Search CRD 2160024 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Youngman’s full registration record.
