William R. Driscoll

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CRD#: 2894833

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.

William Robinson Driscoll, CFP®, CLU®, who also goes by Bill Driscoll, William Driscoll, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1997. William had worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Services Offered

Insurance Planning

Tax Planning

Long-term Care

Employee and Employer Plan Benefits

Estate Planning

Debt Management

Education Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planning

Aliases

Bill Driscoll | William 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.

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®

CFP^®

Certified Financial Planner

Start date: 2000

CLU^®

Chartered Life Underwriter

Experience

Past

October 15, 2025 - July 1, 2026

GREAT OAK CAPITAL PARTNERS, LLC

RIA

CRD#: 281045

PLYMOUTH, MA

Past

December 19, 2016 - July 2, 2026

DRISCOLL FINANCIAL

RIA

CRD#: 285778

Plymouth, MA

Past

February 14, 2011 - December 20, 2016

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

PLYMOUTH, MA

Past

February 14, 2011 - December 20, 2016

THE INVESTMENT CENTER, INC.

CRD#: 17839

PLYMOUTH, MA

Past

March 12, 2004 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

PLYMOUTH, MA

Past

March 11, 2004 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

PLYMOUTH, MA

Past

September 17, 2002 - March 9, 2004

FREEDOM ASSET MANAGEMENT, INC.

RIA

CRD#: 109654

PLYMOUTH, MA

Past

August 15, 2002 - March 9, 2004

FREEDOM FINANCIAL, INC.

CRD#: 45850

OMAHA, NE

Past

May 3, 1999 - August 19, 2002

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

August 11, 1997 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

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".

GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC | OAKTREE CAPITAL PARTNERS, LLC

CRD#: 281045 / SEC#: 801-116681

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

Florida

Registered Investment Advisory firm - (5/28/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/28/2019 Terminated)

Rhode Island

Registered Investment Advisory firm - (5/28/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/1997

General Securities Representative Examination

Current Firm

GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC | OAKTREE CAPITAL PARTNERS, LLC

CRD#: 281045 / SEC#: 801-116681

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

Florida

Registered Investment Advisory firm - (5/28/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/28/2019 Terminated)

Rhode Island

Registered Investment Advisory firm - (5/28/2019 Terminated)

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Contact information

Main Address

105r Depot Street Suite 5, South Easton, MA 02375

Mailing Address

P.o. Box 909, South Easton, MA 02375

Phone number

(508) 230-7100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT OAK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/24/2026)

Regulatory assets under management

Total Number of Accounts	1,871
AUM (Assets Under Management)	$ 477,932,440

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William R. Driscoll

Professional summary

Services Offered

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DRISCOLL FINANCIAL

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

FREEDOM ASSET MANAGEMENT, INC.

FREEDOM FINANCIAL, INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

GREAT OAK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2001

Series 63

Date: 6/3/1997

SIE

Date: 12/20/2016

Series 7

Date: 8/9/1997

Current Firm

GREAT OAK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREAT OAK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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