Karmel LewisCRD Number: 6138398
Current Firm: Strategic Advisers, Inc.
Karmel Lewis (CRD# 6138398) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Oak Brook, IL and has over 3 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Fidelity Investments||Charlotte, NC||Nov 2012 - Current||4|
|Fidelity Investments||Durham, NC||Apr 2010 - Nov 2012||2|
|Duke University Health Systems||Durham, NC||Aug 2009 - Apr 2010||< 1|
|Ing||Chapel Hill, NC||Jul 2008 - Aug 2009||1|
|Unemployed||Durham, NC||May 2008 - Jul 2008||< 1|
|University Of North Carolina At Charlotte||Charlotte, NC||May 2007 - May 2008||1|
|Uncc Urban Institute||Charlotte, NC||Oct 2006 - May 2007||< 1|
|University Of North Carolina At Charlotte||Charlotte, NC||Aug 2006 - Oct 2006||< 1|
|Express||Durham, NC||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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