William Levesque, financial advisor New York NY

William Levesque

CRD Number: 7531489
Current Firm: Transatlantique Private Wealth LLC

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.

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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
Contact Info for William M. Levesque
Phone Number: 212 644 4219
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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