Elizabeth
Darling
Levatus LLC
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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
Services Offered
Fee Structure
Office Location
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Levatus LLC Brokerage Details
$137,548,749
5
200
$687,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Elizabeth Darling Work History
Levatus LLC
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
Boston, MA
Boston, MA
Boston, MA
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