Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Ostruzka is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC in Greenwich, CT. William has been in the securities industry since 2007 and holds a Series 7TO, Series 63, Series 66, and Series 31 license. William has previously been employed with QUASAR DISTRIBUTORS, LLC, E*TRADE SECURITIES LLC, CHARLES SCHWAB & CO., INC., MORGAN STANLEY, TD AMERITRADE, INC., and DAVID LERNER ASSOCIATES, INC. William's area of specializations include various investment strategies for high-net-worth individuals, families, trusts, and estates. William also provides retirement planning, insurance planning, and other financial planning services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CT
06/03/2024 - Present
Kovitz Investment Group Partners, LLC (Greenwich CT)
CT
03/07/2019 - 09/01/2021
QUASAR DISTRIBUTORS, LLC (Greenwich CT)
NY
11/25/2015 - 11/29/2018
E*TRADE SECURITIES LLC (SCARSDALE NY)
CT
07/11/2014 - 11/30/2015
CHARLES SCHWAB & CO., INC. (GREENWICH CT)
CT
06/06/2013 - 05/07/2014
MORGAN STANLEY (STAMFORD CT)
CT
03/31/2008 - 02/26/2013
TD AMERITRADE, INC. (STAMFORD CT)
CT
08/09/2007 - 03/18/2008
DAVID LERNER ASSOCIATES, INC. (DARIEN CT)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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