Jerome
Khaski

Transatlantique Private Wealth LLC

CRD#5967553
Investment Advisor
in New York, NY

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About this Advisor

Jerome Khaski is a financial advisor based in New York, New York, working with Transatlantique Private Wealth LLC. Jerome has previously held positions at Transatlantique Private Wealth LLC and 601 West Management Corp. Jerome has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Jerome is part of Transatlantique Private Wealth LLC, which operates out of New York, New York. The firm has 2 offices and 8 employees. The firm manages assets totaling $595.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Transatlantique Private Wealth LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

520 Madison Avenue 37Th Floor
New York, NY 10022

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Transatlantique Private Wealth LLC Brokerage Details

Total Assets Under Management

$595,329,700

NY Average: $7,464,549,021
Total Number of Employees

8

NY Average: 88
Total Number of Accounts

311

NY Average: 3,892
Average Account Size

$1,914,243

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Jerome Khaski Work History

2015 - Present (9 years)

Transatlantique Private Wealth LLC

2013 - 2015 (2 years)

601 West Management Corp

Disclosures

Please visit the SEC profile of Jerome Khaski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transatlantique Private Wealth LLC

Thomas Wopat-Moreau
New York, NY
Jerome Khaski
New York, NY
Antoine Piron
San Francisco, CA
William Levesque
New York, NY
Louiza Ferrara
New York, NY
Xavier Volatier
New York, NY
Michael Audrain
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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