William Elliot Driscoll

Employer firm

Oak Family Advisors, LLC CRD 141332

$621M regulatory AUM 203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2017
  Prudence Island Asset Management, Inc.
  Naperville, IL
• 09/2016 → 01/2017
  Prudence Island Asset Management, Inc.
  Naperville, IL
• 01/2017 → 07/2017
  Rmb Capital Management, Llc
  Chicago, IL
• 08/2017 → 10/2017
  Self Employed
  Naperville, IL
• 10/2017 → 12/2019
  Ballast Equity Management
  Oakbrook Terrace, IL
• 10/2019 → Present
  Oak Family Advisors, Llc
  Chicago, IL

Previous Registrations

• 2017-10-20 → 2019-12-03
  Qsv Equity Investors Llc
  Naperville, IL
• 2017-01-19 → 2017-08-01
  Curi Capital, Llc
  Chicago, IL
• 2016-09-13 → 2016-12-31
  Prudence Island Asset Management
  Naperville, IL
• 2015-01-07 → 2015-05-13
  Curi Capital, Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst