Ivy League Financial Advisors LLC

Ivy League Financial Advisors LLC (CRD# 119145) is a financial advisory firm headquartered in Rockville, MD. They manage $133,836,836 in 304 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $440,253
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Ivy League Financial Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher N. Brown
CRD#: 2788527
11 North Washington Street, Suite 250, Rockville, MD 20850

Christopher Brown (CRD# 2788527) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 27 years of experience in the finance industry.

2
Lisa A. Crivella
CRD#: 7833345
11 North Washington Street, Suite 250, Rockville, MD 20850

Lisa Crivella (CRD# 7833345) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has 1 year of experience in the finance industry.

3
Matthew Sanchez
CRD#: 6082699
11 North Washington Street, Suite 250, Rockville, MD 20850

Matthew Sanchez (CRD# 6082699) is an Investment Advisor Representative working at Ivy League Financial Advisors LLC in Rockville, MD and has over 3 years of experience in the finance industry.

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