Patrick O. Driscoll
CETERA INVESTMENT ADVISERS LLC
BRIDGEWATER, MA 02324
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CRD#: 4064074
Professional summary
Patrick O'shea Driscoll, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bridgewater, Massachusetts and CETERA WEALTH SERVICES, LLC located in Bridgewater, Massachusetts.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Patrick has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF OTHER BUSINESS: PATRICK DRISCOLL; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 02/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PERMITTING,DEVELOPMENT AND MANAGEMENT OF REAL ESTATE; 2) NAME OF ENTITY: TOWN OF BRIDGEWATER-HOUSING TRUST; No; 66 CENTRAL SQUARE; BRDGEWATER; MA; 2324; NON-PROFIT ORGANIZATION; MEMBER; 2/1/2017; 1; 0; WORK WITH THE TOWN MANAGER TO IDENTIFY AFFORDABLE HOUSING AND EARMARK ASSETS FROM THE TRUST TO PROJECTS.| 3) NAME OF OTHER BUSINESS: TOWN OF BRIDGEWATER PLANNING BOARD ; INVESTMENT RELATED: NO; ADDRESS: 66 CENTRAL SQUARE BRIDGEWATER, MA 02324; NATURE OF BUSINESS: TOWN PLANNING; START DATE: 08/2012; POSITION/TITLE/RELATIONSHIP: CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS:2; BRIEF DESCRIPTION OF DUTIES: OVERSEE MEETINGS, REVIEW PLANS TO DETERMINE COMPLIANCE WITH TOWN ORDINACES AND PLANNING BOARD RULES AND REGULATIONS; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 5) NAME OF ENTITY:TOWN OF BRIDGEWATER; No; 66 CENTRAL SQUARE; BRIDGEWATER; MA; 02324; BUILDING COMMITTEE; MEMBER; 2/26/2018; 3; 0; WORK ON A FEASIBILITY STUDY TO THE RECONSTRUCTION/REBUILD ELEMENTARY SCHOOL| 6) NAME OF OTHER BUSINESS: DRISCOLL FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: 259 SUMMER ST. REALTY TRUST; INVESTMENT RELATED: NO; ADDRESS: 525 BEDFORD ST, BRIDGEWATER, MA 02324; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REHABILITATE A SINGLE-FAMILY HOME AND CONSTRUCT 4 TOWNHOUSES FOR SALE;
CRS (Client Relationship Summary) - RIA
Click below to view Patrick O'shea Driscoll's 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®
CFP®
Start date: 2023
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 45 Main St, Bridgewater, MA 02324RIA
CRD#: 105644
BRIDGEWATER, MA
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 45 Main St, Bridgewater, MA 02324BD
CRD#: 13572
Bridgewater, MA
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
May 1, 2013 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BRIDGEWATER, MA
Past
May 19, 2011 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BRIDGEWATER, MA
Past
October 4, 2007 - May 25, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
RAYNHAM, MA
Past
November 24, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 24, 1999 - May 25, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
RAYNHAM, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Arizona(12/13/2024)
RR
California(6/9/2021)
RR
Connecticut(6/9/2021)
RR
Florida(6/10/2021)
RR
Iowa(10/5/2021)
RR
Maine(6/9/2021)
RR
Massachusetts(6/9/2021)
IAR
Massachusetts(6/29/2023)
RR
Minnesota(6/9/2021)
RR
New Hampshire(6/9/2021)
RR
New Jersey(6/9/2021)
RR
New York(6/9/2021)
RR
North Carolina(6/9/2021)
RR
Oregon(6/9/2021)
RR
Rhode Island(6/9/2021)
RR
South Carolina(9/18/2025)
RR
Vermont(12/23/2024)
RR
Virgin Islands(6/9/2021)
RR
Virginia(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Bridgewater, MA 02324TRUST BUT VERIFY
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