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LB

Loren A. Boston

Some features on this profile are disabled
CRD#: 1414138
LB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Loren Arthur Boston was a registered financial professional .

Loren is a previously registered financial professional and started their career in finance in 1985. Loren had worked at 11 firms and has passed the Series 63, Series 3, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 10, 2025 - October 24, 2025

CRITO CAPITAL LLC

BD
CRD#: 161724
WESTPORT, CT
Past

April 2, 2025 - April 10, 2025

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

November 29, 2023 - February 19, 2025

INVICTA CAPITAL LLC

BD
CRD#: 288101
OAKMONT, PA
Past

July 26, 2022 - November 30, 2022

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

January 18, 2022 - November 9, 2023

CRITO CAPITAL LLC

BD
CRD#: 161724
WESTPORT, CT
Past

March 8, 2021 - January 3, 2022

OLD CITY SECURITIES LLC

BD
CRD#: 171910
NEW YORK, NY
Past

July 25, 2016 - March 18, 2020

MVISION PRIVATE EQUITY ADVISERS USA LLC

BD
CRD#: 122242
NEW YORK, NY
Past

May 12, 2014 - January 28, 2016

NORTH SEA SECURITIES L.P.

BD
CRD#: 35530
NEW YORK, NY
Past

October 8, 2013 - May 1, 2014

VCA SECURITIES, LP

BD
CRD#: 130748
NEW YORK CITY, NY
Past

March 5, 2010 - July 24, 2013

EATON PARTNERS, LLC

BD
CRD#: 31170
ROWAYTON, CT
Past

May 25, 2004 - January 8, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 8, 2002 - March 18, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 1, 1992 - May 8, 1998

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 22, 1985 - January 28, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 6/3/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 5/5/2025
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination

Current Firm

CC
CRITO CAPITAL LLC
CRITO CAPITAL LLC

CRD#: 161724 / SEC#: , 8-69050

Connecticut
Registered Investment Advisory firm - SEC (3/13/2024 Termination Requested)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
8 Wright Street Suite 107, Westport, CT 06880
Mailing Address
8 Wright Street Suite 107, Westport, CT 06880
Phone number
(203) 423-5600
Established
Connecticut since 05/23/2011
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
2

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CRITO HOLDINGS LLCSOLE OWNER OF CRITO CAPITAL LLC
BEATON, DANIEL STEWARTFINOP4240769
GESKE, DAVID MICHAELMANAGING PRINCIPAL2514685
GILLMAN, THEODORE JONESMANAGING PRINCIPAL, EXECUTIVE REP.2498623
MARSHALL, ANN MARIEPRINCIPAL6298134
OLEKSIW, EUNICECHIEF COMPLIANCE OFFICER3110818

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRITO CAPITAL LLC

CRD#: 161724

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