Susan Dahl (CRD# 1784216) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 36 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Levatus, LLC | Boston, MA | Feb 2017 - Current | 7 |
Bainco International International | Boston, MA | Mar 2009 - Mar 2017 | 8 |
Newbury Street Capital LP | Boston, MA | Mar 2009 - Dec 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1988 |
S65 | NASAA Investment Advisors Law Examination | May 1996 |
S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MA
- RI
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$687,744
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI
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