Cesar Pierre alexis Flotat
Investment adviser representative at Transatlantique Private Wealth LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Transatlantique Private Wealth LLCFeb 2026 to now
- Banque TransatlantiqueNov 2024 to Dec 2025
- Iae LilleSep 2024 to Oct 2024
- DeloitteMay 2023 to Aug 2024
- August Porsche AddictionJun 2021 to Jul 2021
- Hei LilleSep 2019 to Jul 2024
- Extended TravelJun 2019 to Jun 2021
- Lycee Francais Jean MonnetMar 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8235322
- Firm CRD
- 169820