Susan Elizabeth Dahl
Investment adviser representative at Levatus LLC
17 yearsExperience
2 statesRegistered in
$173.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Levatus, LLCFeb 2017 to now
- Bainco International InternationalMar 2009 to Mar 2017
- Newbury Street Capital LPMar 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Levatus LLC
$173.9MAssets managed
46Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1784216
- Firm CRD
- 287811