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William Elliot Driscoll

OAK Family Advisors, LLC

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About William Elliot Driscoll

William Elliot Driscoll is a financial advisor with Oak Family Advisors, LLC. William Elliot Driscoll is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). William Elliot Driscoll has been in the industry since 1997 and has experience with a variety of financial products and services. William Elliot Driscoll is registered with the state of Illinois.

Firm Information

William Driscoll is currently registered with OAK Family Advisors, LLC. OAK Family Advisors, LLC is an investment advisor based in Chicago, Illinois. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $495.8 million in assets.
OAK Family Advisors, LLC

150 NORTH WACKER DRIVE

CHICAGO, IL 60606-1607

$495.80M

Assets Under Management

204

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Driscoll’s Registration & Firm History

IL

10/28/2019 - Present

OAK Family Advisors, LLC (CHICAGO IL)

NC

10/04/2000 - 01/17/2002

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NY

06/16/2000 - 10/02/2000

LIEBER & COMPANY (WHITE PLAINS NY)

NY

12/10/1999 - 08/30/2000

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NC

11/04/1997 - 03/21/1999

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MA

03/21/1997 - 08/06/1997

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Elliot Driscoll.
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