WL
William M. Levesque
TRANSATLANTIQUE PRIVATE WEALTH LLC
New York, NY 10022
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CRD#: 7531489
WL
Professional summary
William Marc-antonine Levesque is a registered financial advisor currently at TRANSATLANTIQUE PRIVATE WEALTH LLC located in New York, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Marc-antonine Levesque'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
April 1, 2022 - Present
TRANSATLANTIQUE PRIVATE WEALTH LLC
Office #1: 520 Madison Avenue 37th Floor, New York, NY 10022RIA
CRD#: 169820
New York, NY
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
New York(4/1/2022)
IAR
Texas(10/15/2024)
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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