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William Roman Wojtusiak

Partners Capital Services, Inc.

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About William Roman Wojtusiak

William Wojtusiak is an investment advisor representative who has been in the industry since 2006. William Wojtusiak currently works at Partners Capital Services, Inc. William Wojtusiak is registered to provide advisory services in 24 states.

Firm Information

William Wojtusiak is currently registered with Partners Capital Services, Inc.. Partners Capital Services, Inc. is a registered investment adviser headquartered in Hauppauge, NY. They provide portfolio management services for individuals and businesses, as well as selection of other advisers. The firm manages over $138 million in assets for 296 accounts, including high-net-worth individuals, trusts, corporations, and pension plans. They also participate in wrap fee programs.
Partners Capital Services, Inc.

205 OSER AVE

HAUPPAUGE, NY 11788

$138.82M

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Wojtusiak’s Registration & Firm History

NY

06/28/2022 - Present

Partners Capital Services, Inc. (HAUPPAUGE NY)

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Licenses & Designations

BOTH

Issued 06/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Roman Wojtusiak.
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