Levatus LLC
Levatus LLC (CRD# 287811) is a financial advisory firm headquartered in Boston, MA. They manage $137,548,749 in 200 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management138MILLION
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Total Number of Accounts200ACCOUNTS
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Average Account Value$687,744
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI
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.
Elizabeth Darling (CRD# 3114940) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 6 years of experience in the finance industry.
Jessica Grande (CRD# 5374050) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 16 years of experience in the finance industry.