PD
CFP
PD
CFP

Patrick Driscoll

26 Years of Experience
Bridgewater, MA
BrokerSells Insurance

Patrick Driscoll is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bridgewater, MA, with 26 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

45 Main St, Bridgewater, MA, 02324

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick is involved in several outside business activities, including real estate ownership and development, town planning, and financial services through Driscoll Financial Services. He also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2013 - June 2021 · 8 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2011 - June 2021 · 10 yrs 1 mo
Ameriprise Financial Services, INC.
October 2007 - May 2011 · 3 yrs 7 mos
Ameriprise Financial Services, INC.Broker
November 1999 - May 2011 · 11 yrs 6 mos
Ids Life Insurance CompanyBroker
November 1999 - July 2006 · 6 yrs 8 mos
State Registrations21 states
ARAZCACOCTFLGAIAMAMEMNNCNHNJNYORRISCVAVTVirgin Islands
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Driscoll - Financial Advisor | TrueAdvisor