Susan E. Dahl
Professional summary
Susan Elizabeth Dahl, who also goes by Susan E Dahl, Susan Elizabeth Gray, Susan Elizabeth Reilly, is a registered financial advisor currently at LEVATUS LLC located in Boston, Massachusetts.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Susan has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Elizabeth Dahl's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2017 - Present
LEVATUS LLC
Office #1: 115 Newbury Street Suite 503, Boston, MA 02116May 27, 2010 - March 29, 2017
BAINCO INTERNATIONAL INVESTORS LLC
March 17, 2010 - December 27, 2016
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP
June 4, 1990 - March 22, 2001
DEAM INVESTOR SERVICES, INC.
February 29, 1988 - February 20, 1990
DEAM INVESTOR SERVICES, INC.
February 28, 1988 - February 20, 1990
DEAM INVESTOR SERVICES, INC.
Primary Firm SEC Registration
LEVATUS LLC
CRD#: 287811 / SEC#: 801-128064
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2017)
(4/4/2019)
Exams
Current Firm
LEVATUS LLC
CRD#: 287811 / SEC#: 801-128064
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 204 |
| AUM (Assets Under Management) | $ 151,799,856 |
Red Flags
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Company Information
LEVATUS LLC
CRD#: 287811Boston, MA 02116TRUST BUT VERIFY
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