Director of Research · Oak Family Advisors, LLC
William E. Driscoll
CRD 2834578 · Named on Form ADV at one SEC-registered adviser
At a glance
Oak Family Advisors, LLC, an SEC-registered wealth manager based in Chicago, IL with $621 million in regulatory assets, lists William E. Driscoll on its Form ADV as Director of Research, a control person.
Firms and roles
- Oak Family Advisors, LLCDirector of ResearchWealth manager · Chicago, IL · $621M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Terrence S. WilsonChief Executive Officer, Oak Family Advisors, LLC
- John H. FitzpatrickNon-Executive Chairman, Oak Family Advisors, LLC
- Kathleen A. HelminskiChief Compliance Officer, Oak Family Advisors, LLC
- Charles M. SloanPresident, Oak Family Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.