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James Alexander Milroy

Owl Creek Wealth Partners

Denver, CO

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Current Employers
Owl Creek Wealth Partners

4600 S. Syracuse Street 9Th Floor, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-09
  • CO RA
    APPROVED
    Since 2026-07-09

Branch Locations

4600 S. Syracuse Street 9Th Floor, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Srs Acquiom Denver CO 08/2014 03/2018
Syntrinsic Investment Counsel Denver CO 04/2018 04/2019
James Alpha Advisors New York NY 06/2019 10/2023
Fdx Capital,Llc New York NY 06/2019 10/2023
Easterly Securities Llc & Easterly Asset Management Lp Beverly MA 10/2023 11/2024
Perspective Wealth Advisors Loveland CO 03/2025 07/2026
Unemployed Lakewood CO 12/2024 02/2025
Owl Creek Wealth Partners Denver CO 07/2026 Present
  • 08/2014 → 03/2018
    Srs Acquiom
    Denver, CO
  • 04/2018 → 04/2019
    Syntrinsic Investment Counsel
    Denver, CO
  • 06/2019 → 10/2023
    James Alpha Advisors
    New York, NY
  • 06/2019 → 10/2023
    Fdx Capital,Llc
    New York, NY
  • 10/2023 → 11/2024
    Easterly Securities Llc & Easterly Asset Management Lp
    Beverly, MA
  • 03/2025 → 07/2026
    Perspective Wealth Advisors
    Loveland, CO
  • 12/2024 → 02/2025
    Unemployed
    Lakewood, CO
  • 07/2026 → Present
    Owl Creek Wealth Partners
    Denver, CO
Previous Registrations
  • 2025-05-28 → 2026-05-01
    Perspective Wealth Advisors
    Loveland, CO
  • 2022-02-10 → 2024-03-26
    Easterly Funds Llc
    Lakewood, CO
    New York, NY
  • 2019-06-24 → 2021-12-31
    Easterly Funds Llc
    Greenwood Village, CO
    New York, NY
    Lakewood, CO
  • 2019-01-04 → 2019-03-28
    Syntrinsic Investment Counsel, Llc.
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-05
  • S63 Uniform Securities Agent State Law Examination
    2024-04-05
Designations
Other Names
  • James Milroy
  • James Alexander Milroy

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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