Unclaimed Profile

Susan Elizabeth Dahl

LEVATUS LLC·BOSTON, Massachusetts

SIE, Series 6, Series 7, Series 53, Series 63, Series 65, Series 66Clean record16 years registeredLEVATUS LLC

115 NEWBURY STREET, BOSTON, MA 02116CRD# 1784216Firm CRD# 287811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Elizabeth Dahl · BOSTON, MA

Registration

CRD #1784216 · LEVATUS LLC · 16 years registered

Brand Profile

Not yet started

Career History

LEVATUS LLC

Mar 2017 – present

BAINCO INTERNATIONAL INVESTORS LLC

May 2010 – Mar 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · May 27, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVATUS LLC

CRD 287811 · SEC 801-128064

AUM

$138M

Regulatory assets under management

Employees

200 client accounts

Services offered by LEVATUS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEVATUS LLC →

Introduction

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Frequently Asked Questions

What services does Susan Elizabeth Dahl offer?

Susan Elizabeth Dahl specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Susan Elizabeth Dahl's credentials?

Susan Elizabeth Dahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Elizabeth Dahl located?

Susan Elizabeth Dahl is based in BOSTON, Massachusetts, working with LEVATUS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Susan Elizabeth Dahl charge for services?

Susan Elizabeth Dahl's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEVATUS LLC?

LEVATUS LLC has approximately 5 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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