SD
Susan Dahl
from Levatus LLC
Susan Dahl is a financial advisor based in Massachusetts, Boston,
with 37 years of experience. Susan currently works for
Levatus LLC.
Susan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Susan Dahl works at Levatus LLC
Levatus LLC is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $97,695,724 of assets under management and employs about 5 people. Levatus LLC uses a fee structure of and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
and fixed fees
Office location
115 Newbury Street, Suite 503, Boston, Massachusetts, 2116
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting