AP
Antoine P. Piron
TRANSATLANTIQUE PRIVATE WEALTH LLC
SAN FRANCISCO, CA 94104
Some features on this profile are disabled
CRD#: 4970422
AP
Professional summary
Antoine Pierre Piron, who also goes by Antoine P Piron, Antoine P. Piron, is a registered financial advisor currently at TRANSATLANTIQUE PRIVATE WEALTH LLC located in San Francisco, California.
Antoine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Antoine has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Antoine P Piron | Antoine P. Piron
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.
CRS (Client Relationship Summary) - RIA
Click below to view Antoine Pierre Piron'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
November 21, 2019 - Present
TRANSATLANTIQUE PRIVATE WEALTH LLC
Office #1: 114 Sansome Street Suite 280, San Francisco, CA 94104RIA
CRD#: 169820
SAN FRANCISCO, CA
Past
October 23, 2013 - July 12, 2019
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
January 21, 2011 - April 15, 2013
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
June 26, 2008 - September 3, 2010
PRESIDIO CAPITAL ADVISORS, LLC
BD
CRD#: 116284
SAN FRANCISCO, CA
Past
October 13, 2005 - January 29, 2008
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
SAN FRANCISCO, CA
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".
TP
TRANSATLANTIQUE PRIVATE WEALTH LLC
TRANSATLANTIQUE PRIVATE WEALTH LLC
CRD#: 169820 / SEC#: 801-107101
RIA
Registered Investment Advisory firm - (1/28/2016 Approved)California
Registered Investment Advisory firm - (2/27/2016 Terminated)Connecticut
Registered Investment Advisory firm - (3/31/2017 Terminated)District of Columbia
Registered Investment Advisory firm - (12/31/2015 Terminated)Florida
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2015 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2015 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (1/28/2016 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2015 Terminated)New York
Registered Investment Advisory firm - (1/28/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/29/2016 Terminated)Texas
Registered Investment Advisory firm - (1/28/2016 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2015 Terminated)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
California(11/21/2019)
IAR
Texas(10/15/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
TRANSATLANTIQUE PRIVATE WEALTH LLC
TRANSATLANTIQUE PRIVATE WEALTH LLC
CRD#: 169820 / SEC#: 801-107101
RIA
Registered Investment Advisory firm - (1/28/2016 Approved)California
Registered Investment Advisory firm - (2/27/2016 Terminated)Connecticut
Registered Investment Advisory firm - (3/31/2017 Terminated)District of Columbia
Registered Investment Advisory firm - (12/31/2015 Terminated)Florida
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2015 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2015 Terminated)Maryland
Registered Investment Advisory firm - (12/31/2015 Terminated)Massachusetts
Registered Investment Advisory firm - (1/28/2016 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2015 Terminated)New York
Registered Investment Advisory firm - (1/28/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/29/2016 Terminated)Texas
Registered Investment Advisory firm - (1/28/2016 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 Madison Avenue 37th Floor, New York, NY 10022
Mailing Address
Phone number
(212) 644-4219
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 336 |
| AUM (Assets Under Management) | $ 676,186,819 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
