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DD

Daniel J. Driscoll

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CRD#: 1215312
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Joseph Driscoll, who also goes by Daniel Joseph Driscoll Jr, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1983. Daniel had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Joseph Driscoll Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 25, 2013 - June 9, 2021

M&T SECURITIES, INC.

RIA
CRD#: 17358
HARRISBURG, PA
Past

November 25, 2013 - June 9, 2021

M&T SECURITIES, INC.

BD
CRD#: 17358
HARRISBURG, PA
Past

May 28, 2010 - January 13, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
ANN ARBOR, MI
Past

April 28, 2010 - January 13, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ANN ARBOR, MI
Past

February 25, 2010 - March 12, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BLOOMFIELD HILLS, MI
Past

February 12, 2010 - March 12, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BLOOMFIELD HILLS, MI
Past

November 12, 2009 - February 12, 2010

WADDELL & REED

RIA
CRD#: 866
TROY, MI
Past

October 20, 2009 - February 12, 2010

WADDELL & REED

BD
CRD#: 866
TROY, MI
Past

May 22, 1997 - June 25, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BLOOMFIELD HILLS, MI
Past

March 4, 1993 - July 14, 1995

FIS SECURITIES, INC.

BD
CRD#: 30533
BOSTON, MA
Past

August 14, 1989 - March 25, 1991

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675
Past

August 16, 1986 - March 25, 1991

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675
Past

November 22, 1983 - July 12, 1985

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/10/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MS
M&T SECURITIES, INC.
M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: , 8-35185

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1 Light Street Suite 2000, Buffalo, NY 14202
Mailing Address
1 Light Street, Baltimore, MD 21202
Phone number
(410) 244-4307
Established
New York since 11/13/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
901

FINRA licenses (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
NEWCOMB, MICHAEL FRANCIS IIDIRECTOR2097837
PETRUS, TANYA MARIEFINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601
REMORENKO, ALEXSANDRAPRESIDENT5699601

Disclosures


Regulatory Event6
Arbitration1
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


M&T SECURITIES, INC.

CRD#: 17358

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