William Ostruzka, financial advisor Scarsdale NY
93 score

William Ostruzka

CRD Number: 5381480
Current Firm: E*trade Capital Management, LLC

William Ostruzka (CRD# 5381480) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Scarsdale, NY and has over 9 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Scarsdale NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor Scarsdale NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Nat Prentice, financial advisor Scarsdale NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Company Name Location Dates Years
E*trade Capital Management LLC Scarsdale, NY Nov 2015 - Current 1
E*trade Securities LLC Scarsdale, NY Nov 2015 - Current 1
Charles Schwab & Company, Inc. Greenwich, CT Jun 2014 - Nov 2015 1
Charles Schwab Bank Greenwich, CT Jun 2014 - Nov 2015 1
Morgan Stanley Stamford, CT May 2013 - Apr 2014 < 1
Td Ameritrade Stamford, CT Mar 2008 - Feb 2013 4
David Lerner Associates Darien, CT Jun 2007 - Mar 2008 < 1
Greenwich Public Schools Greenwich, CT Sep 2006 - Jun 2007 < 1
University Of Connecticut Stamford, CT Jan 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for William J. Ostruzka
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.