Elizabeth
Darling

Levatus LLC

CRD#3114940
Investment Advisor
in Boston, MA

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About this Advisor

Elizabeth Darling is a financial advisor based in Boston, Massachusetts, working with Levatus LLC. Elizabeth has previously held positions as a homemaker and at Levatus LLC. Elizabeth has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Rhode Island. Currently, Elizabeth is part of Levatus LLC, which operates out of Boston, Massachusetts. The firm has one office and five employees. The firm manages assets totaling $137.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Levatus LLC includes fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

115 Newbury Street Suite 503
Boston, MA 02116

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Levatus LLC Brokerage Details

Total Assets Under Management

$137,548,749

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

200

MA Average: 4,567
Average Account Size

$687,744

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Elizabeth Darling Work History

2017 - Present (7 years)

Levatus LLC

2006 - 2017 (11 years)

Homemaker

Disclosures

Please visit the SEC profile of Elizabeth Darling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Levatus LLC

Jessica Grande
Boston, MA
Susan Dahl
Boston, MA
Elizabeth Darling
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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