EF
Edrees Feda
LUCRUM CAPITAL ADVISORS
Mclean, VA 22102
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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.
Feda Enterprises - Investment-Related (Holding Company) Address: 1750 Tysons Blvd Ste 1500, McLean, VA, 22102 - 4200, USA. Nature: Holding company that retains ownership of Role/Position: President and CEO Start date: 02/17/2023 Time commitment: 0 Hours per week Duties: Overseeing and managing business holdings: Lucrum Companies and Feda Investments Lucrum Companies Address: 1750 Tysons Blvd Ste 1500, McLean, VA, 22102 - 4200, USA. Nature: Holding company that retains ownership of Role/Position: President and CEO Start date: 02/17/2023 Time commitment: 3-5 Hours per week Duties: Overseeing and managing business holdings of Lucrum Companies and Feda Investments Lucrum Capital Securities, Inc. Investment-Related. Address: 1750 Tysons Blvd Suite 1500, McLean, VA 22102, USA. Nature: Future real estate-related securities and private placements broker-dealer. Role/Position: Sole Owner, CEO/President, CCO, Managing Principal. Start Date of Relationship: 07/12/2021. Time Commitment: 10-15 Hours per Week Duties: Oversee management of private placements broker-dealer practice for accredited investor and institutional clients in alternative investments, including compliance Lucrum Capital Advisors, Inc. Investment-Related. Address: 1750 Tysons Blvd Suite 1500, McLean, VA 22102, USA. Nature: State-registered investment advisor in the Commonwealth of Virginia, exclusively focuses on alternative assets investment advisory services, primarily specializing in asset management and investment acquisitions underwriting. Position/Title: Sole Owner and President Start Date of Relationship: 05/18/2022. Time Commitment: 10-15 hours per week Duties: Oversee management of investment advisory and consulting practice for accredited investor and institutional clients in alternative investments, including compliance Lucrum Capital, LLC Address: 1750 Tysons Blvd Ste 1500, McLean, VA, 22102 - 4200, USA. Nature: Private investment management company focused on various strategies in real estate private equity and development Role/Position: CEO and CIO Start date: 12/13/2022 Time commitment: 5-10 Hours per Week Duties: Oversee management of investment management business, screening of investment opportunities, capital raising, and compliance. Lucrum Realty, Inc. Address: 1750 Tysons Blvd Ste 1500, McLean, VA, 22102 - 4200, USA. Nature: Commercial real estate brokerage and capital advisory firm offering a suite of services including investment brokerage, debt brokerage, and equity brokerage for both residential and commercial real estate investors, operators, and developers of diverse sizes and backgrounds Role/Position: CEO and Principal Broker Start date: 05/23/2023 Time commitment: 10-15 Hours per Week Duties: Review, negotiate, and approve real estate sales and brokerage contracts, ensure compliance, and give real estate-related advice to clients. Licensed and Principal Broker for Lucrum Realty in following states: Virginia, Maryland, District of Columbia, Illinois, Florida, California, New York, Colorado, Georgia, North Carolina, Tennessee, Pennsylvania, Massachusetts, Texas, Nevada, and Washington. Orbis Realty, Inc - Residential Real Estate Brokerage. Investment-related. Address: 1001 19th St N #1200, Arlington, VA 22209. Nature of business: Buy-side representation and occasional sell-side representation for individuals/families looking to purchase/sell homes as primary residence and for small institutional groups looking to purchase/sell homes as investments. Role/Position: Principal/Managing Broker; acting in the full scope of managerial duties of all transactions across the brokerage. Start Date: 02/2018, with the beginning capacity as a salesperson Current Time Commitment: 5-10 hours per week. Duties: Review, negotiate, and approve real estate sales and brokerage contracts, ensure compliance, and give real estate-related advice to clients. Licensed and Principal Broker for Orbis Realty in sixteen states across the US.
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®
NoneExperience
Current
April 7, 2023 - Present
LUCRUM CAPITAL ADVISORS
Office #1: 1750 Tysons Blvd Suite 1500, Mclean, VA 22102RIA
CRD#: 324409
Mclean, VA
Current
July 26, 2023 - Present
LUCRUM CAPITAL SECURITIES
Office #1: 1750 Tysons Blvd Suite 1500, Mclean, VA 22102BD
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99TO
Date: 7/26/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 4/17/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 7TO
Date: 1/7/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 10/2/2021
Investment Banking Registered Representative ExaminationGeneral 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)Upgrade to AdvisorCheck Premium
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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
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
