Luis Marck Strohmeier

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2020 → Present
  Octavia Wealth Advisors, Llc
  Miami, FL
• 06/2020 → Present
  Octavia Risk Management, Llc
  Miami, FL
• 06/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Miami, FL

Previous Registrations

• 2003-01-24 → 2020-07-09
  Equitable Advisors, Llc
  Centerville, OH
  Centerville, OH
  Los Angeles, CA
  Centerville, OH
  Los Angeles, CA

Other Businesses

1) Luis Strohmeier is dually-registered as an investment advisor representative with Octavia Wealth Advisors, LLC ("Octavia") and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS") since 06/2020. Business is conducted from 12400 Wilshire Blvd Suite 1440, Los Angeles, CA. 90025. Approximately 90% of Luis Strohmeier's time is for services as an investment advisor representative and the balance as a registered representative. Octavia and PKS are not affiliated. 2) Shanti Investment Holdings , LLC; Not investment related; 3 Grove isle dr #C410, , Miami, FL. 33133; Holding company for family real estate and family owned businesses; Member; 2/1/2025; 2 hours per month; Managing personal illiquid investments for estate planning purposes 3) e-luca inc; Not investment related; 3 Grove isle dr #C410, , Miami, FL. 33133; Family business in Peru originated by my Father and taken over by US entity for transparency and fiscal filing consistency. It is an emerging technology/energy think tank studying and researching various applications in biological energy; Chairman of the board; 2/3/2025; 8 hours per month; Oversight of legal, fiscal, and financial activities. 2) Insurance agent; Octavia Risk Management LLC; 06/2020; implementation of insurance products; 12400 Wilshire Blvd Suite 1440, Los Angeles, CA. 90025; 20 hours per month 3) Cardinal Investment Properties, LLC. Not investment related. 16879 Calle de Sarah Pacific Palisades CA 90272. Rental Property. Owner. 3/1/2002. 5-10 hrs/ mnth. 5-10 hrs/ trading hrs. I own 100 percent of the units. It is an Ohio LLC that operates various real estate holdings in FL, CA and OH. Total income is around 220k. No investments outside of my own and no offerings to anyone. It is just for my personal real estate holdings. There is one checking account that is titled in its name and all transactions related to this LLC take place under that account. 4) Casa Luas Vineyards; 16879 Calle De Sarah Pacific Palisades, CA 90272; Sole Proprietorship; non-investment related;f Entity; Vineyard; 100% Owner; 5 hours/month; Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-20
• S63 Uniform Securities Agent State Law Examination
  1995-11-03

Designations

Other Names

• Lou Strohmeier
• Luis M Strohmeier