Norman H. Levesque

WEALTHSHIELD PARTNERS

Portland, ME 04101

CRD#: 5099084

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Professional summary

Norman Henry Levesque is a registered financial advisor currently at WEALTHSHIELD PARTNERS, LLC located in Portland, Maine and FARTHER located in Portland, Maine.

Norman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Norman has worked at 6 firms and has passed the Series 65, Series 63, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Henry Levesque'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

December 3, 2021 - Present

WEALTHSHIELD PARTNERS, LLC

Office #1: 111 Commercial Street Floor 5, Suite 501, Portland, ME 04101

RIA

CRD#: 169584

Portland, ME

Current

June 15, 2026 - Present

FARTHER

Office #1: 111 Commercial St. Suite 501 , Portland, ME 04101

RIA

CRD#: 302050

Portland, ME

Past

October 1, 2014 - December 26, 2021

HARBORVIEW ADVISORS

RIA

CRD#: 173012

PORTLAND, ME

Past

March 16, 2012 - October 8, 2014

CANTELLA & CO., INC.

RIA

CRD#: 13905

PORTLAND, ME

Past

March 16, 2012 - October 8, 2014

CANTELLA & CO., INC.

CRD#: 13905

PORTLAND, ME

Past

June 1, 2009 - March 20, 2012

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, ME

Past

June 1, 2009 - March 20, 2012

MORGAN STANLEY

CRD#: 149777

PORTLAND, ME

Past

June 19, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PORTLAND, ME

Past

April 13, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PORTLAND, ME

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Maine
(12/3/2021)

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 65

Date: 5/15/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/8/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2006

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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

Norman H. Levesque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Norman Henry Levesque's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

HARBORVIEW ADVISORS

CANTELLA & CO., INC.

CANTELLA & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2006

Series 63

Date: 4/27/2006

SIE

Date: 10/8/2014

Series 7

Date: 4/12/2006

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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