AdvisorOS Directory
Claim Profile
Unclaimed Profile
MD

Margaret Otoole Driscoll

AMS ADVISORS LLC·BOCA RATON, Florida
SIE, Series 6, Series 63, Series 66Clean recordAMS ADVISORS LLC
5550 GLADES RD, BOCA RATON, FL 33431CRD# 1905714Firm CRD# 142852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Otoole Driscoll · BOCA RATON, FL
Registration
CRD #1905714 · AMS ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONCORDIUS CAPITAL ADVISORS, LLC
CRD 142852 · SEC 801-67538
AUM
$32M
Regulatory assets under management
Employees
7
70 client accounts
Services offered by CONCORDIUS CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →
Introduction

Speak with Margaret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Margaret is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Margaret Otoole Driscoll offer?
Margaret Otoole Driscoll specializes in Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Margaret Otoole Driscoll's credentials?
Margaret Otoole Driscoll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Otoole Driscoll located?
Margaret Otoole Driscoll is based in BOCA RATON, Florida, working with AMS ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Margaret Otoole Driscoll charge for services?
Margaret Otoole Driscoll's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMS ADVISORS LLC?
AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMS ADVISORS LLC

Rhett Phillip Plotner
ORLANDO, FL
Stephen Robert Newhouse
ORLANDO, FL
Francis Patrick Davis
ORLANDO, FL
Paul David Mcconville
BOCA RATON, FL
Clifford Harland Wildes
ST PETERSBURG, FL
Mark Ridgway Keramidas
ST PETERSBURG, FL

More Advisors in BOCA RATON, Florida

Steven Craig Jacobs
SUMMIT FINANCIAL GROUP INC·BOCA RATON, FL
Jeffrey Wayne Cimbal
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Sean Michael Leder
TSL INVESTMENT MANAGEMENT, LLC·BOCA RATON, FL
Joseph Luis Turnes
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Patrick Lee Baird
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, FL
Richard Wayne Slavik
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile