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EF

Edrees Feda

LUCRUM CAPITAL ADVISORS
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 7439474
EF

Professional summary


Edrees Feda is a registered financial advisor currently at LUCRUM CAPITAL ADVISORS located in Mclean, Virginia and LUCRUM CAPITAL SECURITIES located in Mclean, Virginia.

Edrees is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Edrees has worked at 4 firms and has passed the Series 63, Series 65, Series 50, Series 99TO, Series 3, Series 57TO, Series 7TO, Series 79TO, SIE, Series 54, Series 4, Series 27 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

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) - RIA


Click below to view Edrees Feda'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®
None

Experience


Current

April 7, 2023 - Present

LUCRUM CAPITAL ADVISORS

Office #1: 1750 Tysons Blvd Suite 1500, Mclean, VA 22102
RIA
CRD#: 324409
Mclean, VA
Current

July 26, 2023 - Present

LUCRUM CAPITAL SECURITIES

Office #1: 1750 Tysons Blvd Suite 1500, Mclean, VA 22102
BD
CRD#: 317427
Mclean, VA
Past

May 2, 2022 - July 7, 2022

CROWDSTREET CAPITAL LLC

BD
CRD#: 312762
NEW YORK, NY
Past

May 1, 2022 - July 7, 2022

CROWDSTREET ADVISORS, LLC

RIA
CRD#: 299176
McLean, VA

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

IAR
Virginia
(4/7/2023)
RR
Virginia
(8/16/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 6/11/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99TO
Date: 7/26/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 4/17/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/2/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LC
LUCRUM CAPITAL ADVISORS
LUCRUM CAPITAL ADVISORS | LUCRUM CAPITAL ADVISORS, INC.

CRD#: 324409 / SEC#:

Virginia
Registered Investment Advisory firm - (4/7/2023 Approved)
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Contact information


Main Address
1750 Tysons Blvd Suite 1500, Mclean, VA 22102
Mailing Address
Phone number
(703) 206-8116
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


LUCRUM CAPITAL ADVISORS

CRD#: 324409Mclean, VA 22102

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