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William Elliot Driscoll

Investment Adviser Representative at OAK FAMILY ADVISORS, LLC

Chicago, ILCRD #2834578Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Elliot Driscoll has worked in the securities industry since 2016. They have passed the Series 63, 7, and 6 examinations. They are registered to provide investment advisory services in Illinois.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Illinois
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/24/1997
Series 7
General Securities Representative Examination
Passed 1/4/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/20/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

OAK Family Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OAK FAMILY ADVISORS, LLCCurrent
10/28/2019Chicago, IL
BALLAST EQUITY MANAGEMENT
10/20/201712/3/2019Oakbrook Terrace, IL
RMB CAPITAL MANAGEMENT
1/19/20178/1/2017Chicago, IL
PRUDENCE ISLAND ASSET MANAGEMENT
9/13/201612/31/2016Naperville, IL
RMB CAPITAL MANAGEMENT
1/7/20155/13/2015Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OAK FAMILY ADVISORS, LLC

4 other advisors in the directory

View OAK FAMILY ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Elliot Driscoll has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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William Elliot Driscoll - Financial Advisor in Chicago, IL | AdvisorFinder