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Lisa Crivella

Investment adviser representative at Ivy League Financial Advisors in Rockville, MD

Investment adviser registrationUpdated

Lisa Crivella is an investment adviser representative at Ivy League Financial Advisors LLC, an investment adviser managing $189M, and works from its Rockville, MD office. Lisa Crivella has been registered through Ivy League Financial Advisors since 17 November 2023 and has 2 years in the industry across 1 firm.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Lisa Crivella has been an investment adviser representative at Ivy League Financial Advisors since November 2023, and is not listed among the firm’s executive officers or direct owners.

Ivy League Financial Advisors LLC is a Rockville, MD firm with $189M under management, 103 clients and 3 advisers in one office, as of its March 2026 filing.

  1. – present · 2 years
    Rockville, MD · Adviser representative · Firm CRD 119145

Credentials and registrations

Investment adviser representative registrations

Lisa Crivella is registered as an investment adviser representative in Maryland, since November 2023.

  • MarylandSince 17 November 2023

Examinations

No examinations are on Lisa Crivella’s record.

Key facts

Full name
Lisa Anne Crivella
CRD
7833345
Office
11 NORTH WASHINGTON STREET, SUITE 250, Rockville, MD 20850
Registration
Investment adviser registration
In the industry since
November 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lisa Crivella work?

Lisa Crivella is an investment adviser representative registered through Ivy League Financial Advisors LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Lisa Crivella a financial advisor?

Yes. Lisa Crivella has a current investment-adviser registration in Maryland, through Ivy League Financial Advisors since November 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Lisa Crivella have?

Lisa Crivella has 2 years in the financial industry, since November 2023, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Lisa Crivella based?

Lisa Crivella’s registered office is in Rockville, MD.

Source: IAPD individual record, checked 22 October 2026

Is Lisa Crivella registered with FINRA?

No. Lisa Crivella has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Lisa Crivella’s record?

Search CRD 7833345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Crivella’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Ivy League Financial Advisors

Sources

  1. IAPD individual record, CRD 7833345, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ivy League Financial Advisors LLC, filed 24 March 2026. Executive officers and direct owners; this person is not among them.