Mariette L. Campbell

OSPREY PRIVATE WEALTH LLC

NEW YORK, NY 10017

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CRD#: 3139675

Professional summary

Mariette Louise Graeme Campbell, CFP®, who also goes by Mariette L G Campbell, Mariette Louisegraeme Campbell, Mariette Graeme, is a registered financial advisor currently at OSPREY PRIVATE WEALTH LLC located in New York, New York.

Mariette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mariette has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mariette L G Campbell | Mariette Louisegraeme Campbell | Mariette Graeme

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ms. Campbell is involved is the owner and principal of The Graeme Collaborative, LLC a non-investment related business that provides consulting services, financial coaching (not investment advice), financial literacy, and general financial education. The business activity involves the allocation of ~ 1-2 hrs. per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariette Louise Graeme Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 5, 2025 - Present

OSPREY PRIVATE WEALTH LLC

Office #1: 777 Third Avenue 19th Floor, New York, NY, 10017

RIA

CRD#: 331295

NEW YORK, NY

Past

February 16, 2023 - August 16, 2024

CORIENT

RIA

CRD#: 319448

New York, NY

Past

August 11, 2021 - December 6, 2023

BARRETT ASSET MANAGEMENT, LLC

RIA

CRD#: 157047

NEW YORK, NY

Past

October 22, 1999 - December 7, 2000

FINANCIAL LINKS, INC.

CRD#: 41392

NEEDHAM HEIGHTS, MA

Past

April 23, 1999 - July 1, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSPREY PRIVATE WEALTH LLC

CRD#: 331295 / SEC#: 801-130350

RIA

Registered Investment Advisory firm - (5/21/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/25/2025)

IAR

New York
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/22/1999

General Securities Representative Examination

Current Firm

OSPREY PRIVATE WEALTH LLC

CRD#: 331295 / SEC#: 801-130350

RIA

Registered Investment Advisory firm - (5/21/2024 Approved)

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Contact information

Main Address

777 Third Avenue 19th Floor, New York, NY, 10017

Mailing Address

Phone number

(646) 445-5107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OSPREY PRIVATE WEALTH LLC (8/18/2025)

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 162,119,890

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/21/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mariette L. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariette Louise Graeme Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSPREY PRIVATE WEALTH LLC

CORIENT

BARRETT ASSET MANAGEMENT, LLC

FINANCIAL LINKS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

OSPREY PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/14/1999

Series 7

Date: 4/22/1999

Current Firm

OSPREY PRIVATE WEALTH LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OSPREY PRIVATE WEALTH LLC

TRUST BUT VERIFY

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