Mariette Campbell has been Partner & SR. Wealth Advisor of Osprey Private Wealth since December 2025, is a control person of the firm and directly owns between 50% and 75% of it. Mariette Campbell holds a Bachelor of Science in Business from Skidmore College and an MBA from New York University's Stern School of Business.
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.
Graeme Campbell is Managing Partner & Sr. Wealth Advisor of Osprey Private Wealth. She has served as a Wealth Advisor for private clients for more than 20 years and manages investment portfolios for wealth creators, inheritors, individuals and families. She joined Barrett Asset Management as a Partner and Managing Director in 2017 and was appointed Co-Executive Director in February 2021; earlier she was Director of Wealth Management and Wealth Advisor at Inverness Counsel from 2000 to 2017.
Mariette Campbell’s longest registration was 2 years at Barrett Asset Management, LLC (2021–2023). Before joining Osprey Private Wealth in 2025, Mariette Campbell was registered through Corient and Barrett Asset Management, LLC.
- Osprey Private Wealth LLCCurrent– present · 1 yearNew York, NY · Adviser representative · Firm CRD 331295
- Corient– · 1 yearNew York, NY · Adviser representative · Firm CRD 319448
- Barrett Asset Management, LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 157047
Professional designations
Listed by Osprey Private Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mariette Campbell is registered as an investment adviser representative in 3 states. The first approvals date from August 2025; the most recent is Massachusetts, in April 2026.
- MassachusettsSince 16 April 2026
- MichiganSince 25 August 2025
- New YorkSince 5 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 May 1999 |
| Series 7 | General Securities Representative Examination | 22 April 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mariette Louise Graeme Campbell
- CRD
- 3139675
- Firm
- Osprey Private Wealth · CRD 331295
- Role
- Partner & SR. Wealth Advisor
- Office
- 140 EAST 45TH STREET, SUITE 15B, New York, NY 10017
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ospreypw.com
Where does Mariette Campbell work?
Mariette Campbell has been Partner & SR. Wealth Advisor of Osprey Private Wealth LLC since December 2025, and is a control person of the firm.
Is Mariette Campbell a financial advisor?
Yes. Mariette Campbell has a current investment-adviser registration in Massachusetts, Michigan and New York, through Osprey Private Wealth since August 2025.
How many years of experience does Mariette Campbell have?
Mariette Campbell has 4 years in the financial industry, since July 2022, across 3 adviser firms.
What exams has Mariette Campbell passed?
Mariette Campbell has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1999.
Where did Mariette Campbell work before Osprey Private Wealth?
Before Osprey Private Wealth, Mariette Campbell was registered through Corient, February 2023 to August 2024; Barrett Asset Management, LLC, August 2021 to December 2023.
Where is Mariette Campbell based?
Mariette Campbell’s registered office is in New York, NY.
Is Mariette Campbell registered with FINRA?
No. Mariette Campbell has no current broker registration.
Is Mariette Campbell a CFP?
Osprey Private Wealth lists Mariette Campbell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mariette Campbell’s record?
Search CRD 3139675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mariette Campbell’s full registration record.