Elizabeth Darling
Advisor at Levatus LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.
Fee options
Flat engagement fee ranging from $10,000 to $250,000 annually
0.25% to 1.25% annually (tiered within this range based on assets and complexity)
Minimum fee: Flat engagement fee ranging from $10,000 to $250,000 annually Fee-only: Fees based on assets under management or flat engagement fees; no commissions received
Location
115 Newbury Street, Suite 503
Boston, MA 02116
Most active in
Elizabeth D has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Work history
Levatus LLC
2017 - Present (9 years)
Homemaker
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michelle M
CFP®, Series 65
Quincy, MA
Brio Financial Planning
Matthew H
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
Adam A
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Robert L
Series 65
Arlington, MA
Aztec Capital LLC
Newton S
Series 63, Series 65
Reading, MA
MS Financial Services, LLC
Steve N
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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