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Georgia Lewis Summers

Strategic Advisers LLC

Cary, NC

Cary, NC

Lucama, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

2500 Regency Parkway, Cary, NC 27518-8549 • United States

Lucama, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson County Schools Wilson NC 10/2017 07/2022
Belk Goldsboro NC 06/2017 10/2017
North Carolina Department Of Administration Raleigh NC 05/2014 05/2017
North Carolina State University Raleigh NC 08/2013 05/2017
Fidelity Durham NC 08/2022 Present
Wilson Academy Of Virtual Learning Wilson NC 08/2021 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 07/2022
    Wilson County Schools
    Wilson, NC
  • 06/2017 → 10/2017
    Belk
    Goldsboro, NC
  • 05/2014 → 05/2017
    North Carolina Department Of Administration
    Raleigh, NC
  • 08/2013 → 05/2017
    North Carolina State University
    Raleigh, NC
  • 08/2022 → Present
    Fidelity
    Durham, NC
  • 08/2021 → 06/2022
    Wilson Academy Of Virtual Learning
    Wilson, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2023-01-31
  • S66 Uniform Combined State Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2023-01-31
Other Names
  • Georgia Michelle Lewis
  • Georgia Michelle Summers

View on SEC IAPD

Other Firms

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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