William J. Ostruzka

KOVITZ INVESTMENT GROUP PARTNERS

Greenwich, CT 06831

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CRD#: 5381480

Professional summary

William Joseph Ostruzka is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Greenwich, Connecticut.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1.) NorthCoast Asset Management; Greenwich, CT; Investment related; Started 12/14/2018; Registered Investment Advisor; Private Client Advisor; 160 hours per month with 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Ostruzka'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

January 6, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: One Greenwich Office Park, Greenwich, CT 06831

RIA

CRD#: 282241

Greenwich, CT

Past

June 3, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Greenwich, CT

Past

November 18, 2021 - July 25, 2024

CONNECTUS WEALTH

RIA

CRD#: 310912

Greenwich, CT

Past

March 7, 2019 - September 1, 2021

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

Greenwich, CT

Past

December 14, 2018 - November 8, 2021

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 109582

GREENWICH, CT

Past

November 30, 2015 - November 29, 2018

HARRISDIRECT LLC

RIA

CRD#: 42159

Scarsdale, NY

Past

November 25, 2015 - November 29, 2018

E*TRADE SECURITIES LLC

CRD#: 29106

SCARSDALE, NY

Past

July 11, 2014 - November 30, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

GREENWICH, CT

Past

July 11, 2014 - November 30, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

GREENWICH, CT

Past

June 6, 2013 - May 7, 2014

MORGAN STANLEY

RIA

CRD#: 149777

STAMFORD, CT

Past

June 6, 2013 - May 7, 2014

MORGAN STANLEY

CRD#: 149777

STAMFORD, CT

Past

June 23, 2008 - February 26, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

STAMFORD, CT

Past

May 13, 2008 - February 26, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

STAMFORD, CT

Past

March 31, 2008 - February 26, 2013

TD AMERITRADE, INC.

CRD#: 7870

STAMFORD, CT

Past

August 9, 2007 - March 18, 2008

DAVID LERNER ASSOCIATES, INC.

CRD#: 5397

DARIEN, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/20/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/20/2013

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/8/2007

General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

William J. Ostruzka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Ostruzka's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CONNECTUS WEALTH

QUASAR DISTRIBUTORS, LLC

NORTHCOAST ASSET MANAGEMENT LLC

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

DAVID LERNER ASSOCIATES, INC.

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2008

Series 63

Date: 8/18/2007

Series 7TO

Date: 3/20/2024

SIE

Date: 10/1/2018

Series 31

Date: 7/20/2013

Series 7

Date: 8/8/2007

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

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