William Levesque (CRD# 7531489) is an Investment Advisor Representative working at Transatlantique Private Wealth LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transatlantique Private Wealth LLC | New York, NY | Mar 2022 - Current | 1 |
| 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 Management492MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$1,879,445
- 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, FL, IL, LA, MA, NH, NY, PA, TX, UT, VT
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