William Elliot Driscoll
Investment adviser representative at Oak Family Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$621MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Oak Family Advisors, LLCOct 2019 to now
- Ballast Equity ManagementOct 2017 to Dec 2019
- Self EmployedAug 2017 to Oct 2017
- Rmb Capital Management, LLCJan 2017 to Jul 2017
- Prudence Island Asset Management, Inc.Aug 2016 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (IL).
Oak Family Advisors, LLC
$621MAssets managed
203Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2834578
- Firm CRD
- 141332