DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

LISA MARI SNYDERMAN

Advisor at CRITO CAPITAL ADVISERS LLC

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18ba3e6c-2093-99a8-5160-56f8a9ace44b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 6, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRITO CAPITAL ADVISERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 29, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 29, 1985
First registration: Sep 6, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1056330

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRITO CAPITAL ADVISERS LLC	State registered	May 28, 2025	n/a	yes	WESTPORT, CT	Current employment
QUINT CAPITAL MANAGEMENT	Mixed wealth	Jun 23, 2022	Jun 2, 2023	no	NEW YORK, NY	Previous registration
WESTPORT CAPITAL MARKETS, LLC	Former SEC adviser	Oct 21, 2017	Sep 1, 2020	no	WESTPORT, CT	Previous registration
VISION INVESTMENT ADVISORS, LLC	Independent wealth	Apr 11, 2007	Dec 31, 2015	no	STAMFORD, CT	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Aug 26, 2005	no	STAMFORD, CT	Previous registration
QUICK & REILLY, INC.	n/a	Sep 6, 2002	Oct 20, 2004	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUINT CAPITAL MANAGEMENT	CRITO CAPITAL ADVISERS LLC	Jun 2, 2023	May 28, 2025	726	Firm change after gap	RIA to state RIA
WESTPORT CAPITAL MARKETS, LLC	QUINT CAPITAL MANAGEMENT	Sep 1, 2020	Jun 23, 2022	660	Firm change after gap	RIA to RIA
VISION INVESTMENT ADVISORS, LLC	WESTPORT CAPITAL MARKETS, LLC	Dec 31, 2015	Oct 21, 2017	660	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	VISION INVESTMENT ADVISORS, LLC	Aug 26, 2005	Apr 11, 2007	593	Firm change after gap	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other

Relationships

Registered with (6)

→ CRITO CAPITAL ADVISERS LLCRegistered adviserregistration: current employment
May 28, 2025 to presentfactForm ADV
→ QUINT CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 23, 2022 to Jun 2, 2023factForm ADV
→ WESTPORT CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 21, 2017 to Sep 1, 2020factForm ADV
→ VISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 11, 2007 to Dec 31, 2015factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Aug 26, 2005factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Sep 6, 2002 to Oct 20, 2004factForm ADV

Dated events

Occurred
Jun 2, 2023
Advisor changed firm
Lisa Mari Snyderman left Quint Capital Management for Crito Capital Advisers Llc (registered 2025-05-28)
Form ADVobserved 6 days ago