Michael Roscoe has been an investment adviser representative at Primoris Wealth Advisors since September 2018, and is not listed among the firm’s executive officers or direct owners. Michael Roscoe holds a Bachelor of Business Administration in Finance from St. Thomas University and an MBA in specializing in finance from the University of Miami.
Primoris Wealth Advisors, LLC is a North Palm Beach, FL firm with $230M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
Michael Roscoe is Senior Investment Advisor Representative of Primoris Wealth Advisors. He has over 18 years of investment experience. Before joining Primoris, he was Chief Investment Officer of a boutique family office in North Palm Beach, where he oversaw all aspects of the investment platform.
Michael Roscoe’s longest registration is the current one, 8 years at Primoris Wealth Advisors since 2018. Before joining Primoris Wealth Advisors in 2018, Michael Roscoe was registered through Barclay Breland Family Office.
- – present · 8 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
- Barclay Breland Family Office– · 3 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 168626
Investment adviser representative registrations
Michael Roscoe is registered as an investment adviser representative in Florida, since September 2018.
- FloridaSince 7 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2014 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5197794
- Firm
- Primoris Wealth Advisors · CRD 125567
- Office
- 9250 ALTERNATE A1A, SUITE A, North Palm Beach, FL 33403
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primoriswealthadvisors.com
Where does Michael Roscoe work?
Michael Roscoe is an investment adviser representative registered through Primoris Wealth Advisors, LLC since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Michael Roscoe a financial advisor?
Yes. Michael Roscoe has a current investment-adviser registration in Florida, through Primoris Wealth Advisors since September 2018.
How many years of experience does Michael Roscoe have?
Michael Roscoe has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Michael Roscoe passed?
Michael Roscoe passed the Series 65 in December 2014.
Where did Michael Roscoe work before Primoris Wealth Advisors?
Before Primoris Wealth Advisors, Michael Roscoe was registered through Barclay Breland Family Office, January 2015 to August 2018.
Where is Michael Roscoe based?
Michael Roscoe’s registered office is in North Palm Beach, FL.
Is Michael Roscoe registered with FINRA?
No. Michael Roscoe has no current broker registration.
How can I verify Michael Roscoe’s record?
Search CRD 5197794 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Roscoe’s full registration record.
