Karmel Lewis is a registered investment advisor, based in Durham, NC, with 12 years of industry experience.
Location
Durham, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
January 2026 - Present · 4 mos
Voya Financial Partners, LLC
January 2026 - Present · 4 mos
Voya Financial Partners, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - December 2025 · 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
December 2014 - July 2018 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
April 2013 - December 2025 · 12 yrs 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.