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Managing Member and Chief Compliance Officer · Levatus LLC

Susan E. Dahl

CRD 1784216 · Named on Form ADV at one SEC-registered adviser

At a glance

Levatus LLC, an SEC-registered wealth manager based in Boston, MA with $174 million in regulatory assets, lists Susan E. Dahl on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Levatus LLCManaging Member and Chief Compliance OfficerWealth manager · Boston, MA · $174M in regulatory assets

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.