William Marc-antonine Levesque
Investment adviser representative at Transatlantique Private Wealth LLC
14 yearsExperience
2 statesRegistered in
$878.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Transatlantique Private Wealth LLCMar 2022 to now
- Fleet FleetDec 2021 to Feb 2022
- JackrabbitOct 2020 to Dec 2021
- UnemployedNov 2019 to Sep 2020
- IwdSep 2019 to Nov 2019
- Bank of the West - Bnp ParibasDec 2017 to Sep 2019
- UnemployedOct 2017 to Nov 2017
- AmarisMar 2017 to Sep 2017
- Istec Business SchoolSep 2012 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Transatlantique Private Wealth LLC
$878.8MAssets managed
411Clients
11Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7531489
- Firm CRD
- 169820