AdvisorOS Directory
Claim Profile
MR

Michael Roscoe

BARCLAY BRELAND FAMILY OFFICE LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
11760 US HIGHWAY ONE, PALM BEACH GARDENS, FL 33408CRD# 5197794Firm CRD# 168626
01

About

Michael Roscoe is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with BARCLAY BRELAND FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BARCLAY BRELAND FAMILY OFFICE LLC
BARCLAY BRELAND FAMILY OFFICE
AUM
$73M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BARCLAY BRELAND FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5197794
Firm CRD# 168626
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Roscoe offer?
Michael Roscoe specializes in Financial Planning, Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Michael Roscoe's credentials?
Michael Roscoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Roscoe located?
Michael Roscoe is based in PALM BEACH GARDENS, Florida, working with BARCLAY BRELAND FAMILY OFFICE LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Michael Roscoe charge for services?
Michael Roscoe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARCLAY BRELAND FAMILY OFFICE LLC?
BARCLAY BRELAND FAMILY OFFICE LLC has approximately 2 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALM BEACH GARDENS
Peter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Edward Eskandarian — BANYAN PARTNERS, LLCChang Young Kim — VOLATILITY SHARES LLCTodd Edmund Wiench — IMPERIAL CAPITAL ASSET MANAGEMENT LLCDavid Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile