BB
Brian J. Bohnaker
K2 CAPITAL ASSET MANAGEMENT
HAUPPAUGE, NY 11788
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CRD#: 1859029
BB
Professional summary
Brian John Bohnaker is a registered financial professional currently at K2 CAPITAL ASSET MANAGEMENT, LLC located in Hauppauge, New York.
Brian is registered as a RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
GLOBAL ASSET MANGEMENT LLC PRESIDENT, HOLDING CO. 3 HOURS PER MONTH American Capital Partners, LLC K2 Capital Asset Management LLC - FINRA Member Broker-Dealer, less than 20hrs/wk.
CRS (Client Relationship Summary) - BD
Click below to view Brian John Bohnaker'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®
NoneExperience
Current
January 6, 2025 - Present
K2 CAPITAL ASSET MANAGEMENT, LLC
Office #1: 150 Motor Parkway Suite 228, Hauppauge, NY 11788Office #2: 150 Motor Parkway Suite 228, Hauppauge, NY 11788BD
CRD#: 328298
HAUPPAUGE, NY
Past
January 9, 2023 - February 13, 2025
PARTNERS CAPITAL SERVICES, INC.
RIA
CRD#: 127621
HAUPPAUGE, NY
Past
March 22, 2004 - February 13, 2025
AMERICAN CAPITAL PARTNERS, LLC
BD
CRD#: 119249
HAUPPAUGE, NY
Past
January 31, 2000 - April 13, 2004
COMMERCE ONE FINANCIAL INC.
BD
CRD#: 100340
SYOSSET, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(2/20/2025)
RR
Arizona(2/21/2025)
RR
Arkansas(3/10/2025)
RR
California(2/5/2025)
RR
Colorado(2/20/2025)
RR
Connecticut(2/18/2025)
RR
Delaware(2/25/2025)
RR
District of Columbia(3/7/2025)
RR
Florida(3/19/2025)
RR
Georgia(2/10/2025)
RR
Idaho(2/5/2025)
RR
Illinois(3/12/2025)
RR
Indiana(2/20/2025)
RR
Iowa(2/13/2025)
RR
Kansas(2/13/2025)
RR
Kentucky(2/13/2025)
RR
Louisiana(2/13/2025)
RR
Maine(3/12/2025)
RR
Maryland(5/1/2025)
RR
Massachusetts(2/21/2025)
RR
Michigan(2/18/2025)
RR
Minnesota(2/14/2025)
RR
Mississippi(2/6/2025)
RR
Missouri(3/12/2025)
RR
Montana(2/18/2025)
RR
Nebraska(3/3/2025)
RR
Nevada(2/19/2025)
RR
New Hampshire(2/19/2025)
RR
New Jersey(3/7/2025)
RR
New Mexico(3/4/2025)
RR
New York(2/4/2025)
RR
North Carolina(2/18/2025)
RR
North Dakota(3/7/2025)
RR
Ohio(2/14/2025)
RR
Oklahoma(2/6/2025)
RR
Oregon(2/24/2025)
RR
Pennsylvania(2/13/2025)
RR
Rhode Island(2/13/2025)
RR
South Carolina(2/18/2025)
RR
South Dakota(3/7/2025)
RR
Tennessee(2/13/2025)
RR
Texas(3/12/2025)
RR
Utah(2/19/2025)
RR
Vermont(2/24/2025)
RR
Virginia(2/18/2025)
RR
Washington(2/19/2025)
RR
West Virginia(2/21/2025)
RR
Wisconsin(2/13/2025)
RR
Wyoming(2/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KC
K2 CAPITAL ASSET MANAGEMENT, LLC
K2 CAPITAL ASSET MANAGEMENT, LLC
CRD#: 328298 / SEC#: , 8-71154
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information
Main Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788
Mailing Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788
Phone number
(631) 870-7451
Established
New York since 07/05/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (49 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
