Karmel Lewis, financial advisor Oak Brook IL
89 score

Karmel Lewis

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Karmel E. Lewis
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • NC
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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