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Robert Elkins Driscoll

Composition Wealth, LLC

Sausalito, CA

Los Angeles, CA

CRD 5679410

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Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-01
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

30 Liberty Ship Way #308, Sausalito, CA 94965 • United States

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Infinity Financial Services Oakland CA 12/2015 11/2022
Karp Capital Management Corporation Sausalito CA 08/2015 12/2022
Composition Wealth, Llc Sausalito CA 11/2022 Present
  • 12/2015 → 11/2022
    Infinity Financial Services
    Oakland, CA
  • 08/2015 → 12/2022
    Karp Capital Management Corporation
    Sausalito, CA
  • 11/2022 → Present
    Composition Wealth, Llc
    Sausalito, CA
Previous Registrations
  • 2016-02-23 → 2022-12-31
    Karp Capital Management Corporation
    Sausalito, CA
    Sausalito, CA
  • 2019-09-05 → 2020-12-31
    Infinity Financial Services
    Oakland, CA
    Sausalito, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-23
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S65 Uniform Investment Adviser Law Examination
    2016-02-23
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Other Names
  • Bob Driscoll

View on SEC IAPD

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Nearby Investors

EVAN LYLE HERSHEY
Jon Christoph Goshay
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Nearby Offices

CALDWELL SUTTER CAPITAL, INC. · SAUSALITO, CA
MAIN STREET RESEARCH LLC · Sausalito, CA
CALDWELL SUTTER CAPITAL, INC. · SAUSALITO, CA

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