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Laura Peelle Dagan

F-SQUARED CAPITAL, LLC·WELLESLEY, Massachusetts
Unclaimed Profile
80 WILLIAM STREET, WELLESLEY, MA 02481CRD# 2771328Firm CRD# 166945
01

About

Laura Peelle Dagan is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with F-SQUARED CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
F-SQUARED CAPITAL, LLC
F-SQUARED CAPITAL
AUM
$2.1B
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at F-SQUARED CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2771328
Firm CRD# 166945
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Peelle Dagan offer?
Laura Peelle Dagan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Laura Peelle Dagan's credentials?
Laura Peelle Dagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Peelle Dagan located?
Laura Peelle Dagan is based in WELLESLEY, Massachusetts, working with F-SQUARED CAPITAL, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Laura Peelle Dagan charge for services?
Laura Peelle Dagan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is F-SQUARED CAPITAL, LLC?
F-SQUARED CAPITAL, LLC has approximately 57 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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