Karmel Stapleton Lewis
Investment adviser representative at Voya Retirement Advisors, LLC
13 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Voya Retirement Advisors, LLCJan 2026 to now
- VoyaNov 2025 to now
- Voya Financial Partners, LLCNov 2025 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2025
- Fidelity InvestmentsNov 2012 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6138398
- Firm CRD
- 3989