Sara Imburgia

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 09/2017
  Swirls Frozen Yogurt
  Mahopac, NY
• 09/2017 → 05/2019
  Unemployed
  Kingston, RI
• 05/2019 → 08/2019
  Planet Fitness
  Mahopac, NY
• 05/2019 → 09/2019
  New York Medical College
  Valhalla, NY
• 09/2019 → 05/2020
  Unemployed
  Kingston, RI
• 05/2020 → 09/2020
  Washington Iving Boat Club
  Tarrytown, NY
• 09/2020 → 05/2021
  Northwestern Mutual
  Providence, RI
• 06/2021 → 05/2022
  Fidelity
  New York, NY
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 08/2023 → 04/2026
  Fidelity Investments
  New York, NY
• 05/2022 → 08/2023
  Fidelity Investments
  New York, NY
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 04/2026 → Present
  Charles Schwab Bank, Ssb
  New York City, NY

Previous Registrations

• 2025-03-31 → 2026-05-07
  Strategic Advisers Llc
  Mahopac, NY
  New York City, NY
  Boston, MA
• 2022-08-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-04

Designations

• Certified Financial Planner

Other Names

• Sara Rosalia Imburgia
• Sara Imburgia