Inactive

Lisa Anne Crivella

Ivy League Financial Advisors LLC

Claim This Profile

Current Employers

Ivy League Financial Advisors Llc

11 North Washington Street Suite 250, Rockville, MD 20850 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2023-11-17

MD RA
APPROVED

Since 2023-11-17

Branch Locations

11 North Washington Street Suite 250, Rockville, MD 20850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ivy League Financial Advisors Llc	Rockville	MD	02/2006	Present

02/2006 → Present

Ivy League Financial Advisors Llc

Rockville, MD

Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor