LC
Lourdes M. Calas
EAGLE STRATEGIES LLC
MIAMI, FL 33126
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CRD#: 5909304
LC
Professional summary
Lourdes Mireya Calas, who also goes by Lourdes M Aprano, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Miami, Florida and NYLIFE SECURITIES LLC located in Miami, Florida.
Lourdes is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Lourdes has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lourdes M Aprano
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.
[OV 1215 LLC; rental property I rent. currently property ownership is under Lourdes Calas and I'm transferring the property to my LLC, OV 1215 LLC for limited liability protection. 2400 South Ocean Drive., Unit 1215, Ft. Pierce, Fl . [OPERATING UNDER THE DBA NAME OF CIGA SOLUTIONS, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DORAL, FL; START DATE: 11/2019] [Global Star Americas LLC - Dormant; this company was a telecommunication business but is dormant since; 11921 sw 81 st., miami, fl 33183; Start Date 01/2006; Role/Title: manager; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [ATLANTIC WIRELESS COMMUNICATIONS INC. - DORMANT; cellphone business; 9830 sw 77 ave., miami 33156; Start Date 08/2003; Role/Title: secretary; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 5805 Blue Lagoon Drive., Suite 310, Miami, Fl 33126; Start Date 06/2014; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 15 hours per month during securities trading hours][Gables Court 109 LLC; rental property-6831 sw 44th Street, unit 109, Miami Fl 33155; 7458 SW 120 Court, Miami, fl 33183; Start Date 01/2024; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent]
CRS (Client Relationship Summary) - RIA
Click below to view Lourdes Mireya Calas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 5, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 5805 Blue Lagoon Drive Suite 310, Miami, FL 33126RIA
CRD#: 110826
MIAMI, FL
Current
February 6, 2013 - Present
NYLIFE SECURITIES LLC
Office #1: 5805 Waterford District Drive Suite 310, Miami, FL 33126BD
CRD#: 5167
MIAMI, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/13/2013)
IAR
Florida(12/5/2023)
RR
New York(4/24/2024)
RR
North Carolina(3/19/2024)
RR
Virginia(2/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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
EAGLE STRATEGIES LLC
CRD#: 110826Miami, FL 33126TRUST BUT VERIFY
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