Richard Fiske Driscoll

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2000 → 06/2024
  Securities America, Inc.
  Simsbury, CT
• 08/2000 → 06/2024
  Securities America Advisors, Inc
  Simsbury, CT
• 06/2005 → Present
  Everbank
  Jacksonville, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Durham, NH
• 06/2024 → Present
  Osaic Wealth, Inc.
  New Durham, NH

Previous Registrations

• 2000-08-03 → 2024-06-14
  Securities America Advisors, Inc.
  Simsbury, CT
  New Durham, NH

Other Businesses

***NATIONAL BENEFIT POSITION: NONE NATURE: NATIONAL BENEFIT - LIFE INSURANCE - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2000 ADDRESS: 5522 grand ridge dr., west Des Moines IA 50265 DESCRIPTION: ANNUITIES AND LIFE INS. ***TNBC POSITION: NONE NATURE: TNBCLIFE INSURANCE & ANNUITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2000 ADDRESS: 5522 GRAND RIDGE DR, WEST DES MOINES IA 50265, United States DESCRIPTION: FIXED INDEX/LIFE INS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-08
• S63 Uniform Securities Agent State Law Examination
  1989-08-23

Other Names

• Richard F Driscoll