James Alexander Milroy

Employer firm

Owl Creek Wealth Partners CRD 331850

$602M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  2024-04-05

Designations

• Chartered Financial Analyst

Other Names

• James Milroy
• James Alexander Milroy