Mark M. Driscoll

FOCUS PARTNERS ADVISOR SOLUTIONS

WESTWOOD, MA

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CRD#: 2843235

Professional summary

Mark Mallett Driscoll, who also goes by Mark Melette Driscoll, Mark Driscoll, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in Westwood, Massachusetts and FORESIDE FINANCIAL SERVICES, LLC located in Clayton, Missouri.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mark has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Melette Driscoll | Mark Driscoll

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.

1) Focus Partners Advisor Solutions, LLC; Investment Related; Westwood, MA; Investment Advisor Consulting; Reginal Director; 160 hours per month; Start Date 1/2024; Relationship manager for financial advisors who leverage the suite of investment management, business management, and practice development services 2) Sole Proprietor - Sports Official/Referee; Non Investment Related; Westwood, MA; High School/College Sports Official; Referee; 8 hours a month; Start Date 4/1995; Paid on a per game basis for refereeing youth, high school, and college sports

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Mallett Driscoll's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 29, 2025 - Present

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

RIA

CRD#: 143319

WESTWOOD, MA

Current

March 25, 2024 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Carondelet Plaza Suite 600, Clayton, MO 63105

CRD#: 148477

Clayton, MO

Past

March 13, 1998 - February 1, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - (2/1/2007 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(4/17/2025)

Delaware
(4/19/2025)

District of Columbia
(4/21/2025)

Maine
(4/18/2025)

Maryland
(4/22/2025)

Massachusetts
(4/16/2025)

IAR

Massachusetts
(4/29/2025)

New Hampshire
(4/22/2025)

New Jersey
(4/22/2025)

New York
(4/17/2025)

Pennsylvania
(4/17/2025)

Rhode Island
(4/17/2025)

Vermont
(4/17/2025)

Virginia
(4/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/14/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/25/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

BAM ADVISOR SERVICES, LLC | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA

Registered Investment Advisory firm - (2/1/2007 Approved)

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Contact information

Main Address

190 Carondelet Plaza Suite 600, St. Louis, MO 63105

Mailing Address

Phone number

(314) 725-0455

Established

Firm type

Fiscal year end

# of Employees

368

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/27/2025)

ADV PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	78,053
AUM (Assets Under Management)	$ 32,238,330,999

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.

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Advisor Monitoring

Firm Stability Insights

Mark M. Driscoll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Mallett Driscoll's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FINANCIAL SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2025

Series 63

Date: 5/25/1999

SIE

Date: 2/1/2018

Series 7

Date: 3/12/1998

FINRA

Current Firm

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

TRUST BUT VERIFY

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