William R. Wojtusiak

K2 CAPITAL ASSET MANAGEMENT

HAUPPAUGE, NY 11788

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CRD#: 5070010

Professional summary

William Roman Wojtusiak is a registered financial professional currently at K2 CAPITAL ASSET MANAGEMENT, LLC located in Hauppauge, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 2006. William has worked at 3 firms and has passed the Series 66, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Roman Wojtusiak's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 5, 2025 - Present

K2 CAPITAL ASSET MANAGEMENT, LLC

Office #1: 150 Motor Parkway Suite 228, Hauppauge, NY 11788

CRD#: 328298

HAUPPAUGE, NY

Past

June 28, 2022 - February 13, 2025

PARTNERS CAPITAL SERVICES, INC.

RIA

CRD#: 127621

HAUPPAUGE, NY

Past

January 1, 2006 - February 13, 2025

AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249

HAUPPAUGE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

California
(2/5/2025)

Colorado
(2/20/2025)

Florida
(3/19/2025)

Illinois
(3/12/2025)

Indiana
(2/20/2025)

Kansas
(2/11/2025)

Kentucky
(2/13/2025)

Massachusetts
(2/21/2025)

Michigan
(2/18/2025)

Minnesota
(2/14/2025)

Missouri
(3/12/2025)

Montana
(2/18/2025)

New Jersey
(3/7/2025)

New York
(2/5/2025)

North Carolina
(2/18/2025)

Ohio
(2/13/2025)

Pennsylvania
(2/6/2025)

South Carolina
(2/18/2025)

Texas
(3/13/2025)

Virginia
(2/18/2025)

Washington
(2/19/2025)

Wisconsin
(2/12/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 6/13/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/30/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

K2 CAPITAL ASSET MANAGEMENT, LLC

CRD#: 328298 / SEC#: , 8-71154

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)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BOHNAKER, BRIAN JOHN	CEO / CCO	1859029
GASTON, JEANNETTE	FINOP	2500225
ZAHTILA, JASON	GENERAL SECURITIES PRINCIPAL	4009691

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William R. Wojtusiak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Roman Wojtusiak's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARTNERS CAPITAL SERVICES, INC.

AMERICAN CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2022

Series 63

Date: 12/30/2005

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2005

FINRA

Current Firm

K2 CAPITAL ASSET MANAGEMENT, LLC

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

K2 CAPITAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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