William Levesque (CRD# 7531489) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transatlantique Private Wealth LLC | New York, NY | Mar 2022 - Current | 2 |
| Fleet Fleet | New York, NY | Dec 2021 - Feb 2022 | < 1 |
| Jackrabbit | New York, NY | Oct 2020 - Dec 2021 | 1 |
| Unemployed | New York, NY | Nov 2019 - Sep 2020 | < 1 |
| Iwd | New York, NY | Sep 2019 - Nov 2019 | < 1 |
| Bank Of The West - Bnp Paribas | San Francisco, CA | Dec 2017 - Sep 2019 | 1 |
| Unemployed | San Carlos, CA | Oct 2017 - Nov 2017 | < 1 |
| Amaris | Burlingame, CA | Mar 2017 - Sep 2017 | < 1 |
| Istec Business School | Paris, | Sep 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- NY
-
Total Assets Under Management595MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$1,914,243
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, LA, MA, NH, NY, PA, TX, UT, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.