Hugo Gozlan
Investment adviser representative at Transatlantique Private Wealth LLC
11 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
11 years in the industry.
- Banque TransatlantiqueOct 2024 to now
- Transatlantique Private Wealth LLCOct 2024 to now
- Banque TransatlantiqueSep 2023 to Sep 2024
- Psl UniversitySep 2022 to Sep 2024
- Banque TransatlantiqueAug 2022 to Sep 2022
- Orionis ManagementApr 2022 to Aug 2022
- Psl UniversitySep 2021 to Apr 2022
- Cy UniversitySep 2019 to Aug 2021
- UimmSep 2019 to Aug 2021
- UnemployedMay 2019 to Aug 2019
- OxfamDec 2018 to Apr 2019
- CritAug 2018 to Dec 2018
- Lycee GalileeSep 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7996339
- Firm CRD
- 169820