Bailey Burke

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2018 → 02/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 11/2017 → 07/2018
  Farley For Arizona
  Phoenix, AZ
• 08/2017 → 11/2017
  Donte Tanner For Delegate
  Fairfax, VA
• 08/2016 → 05/2017
  Northern Arizona University
  Flagstaff, AZ
• 02/2015 → 12/2016
  Northern Arizona University
  Flagstaff, AZ
• 08/2013 → 05/2017
  Northern Arizona University
  Flagstaff, AZ
• 05/2017 → 08/2017
  Congressman Tom O'HAlleran
  Washington, DC
• 01/2017 → 05/2017
  Congressman Tom O'HAlleran
  Flagstaff, AZ
• 02/2024 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 02/2024 → Present
  Schwab Wealth Advisory, Inc
  Phoenix, AZ

Previous Registrations

• 2021-01-29 → 2024-03-07
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-01-22
• S63 Uniform Securities Agent State Law Examination
  2018-09-07

Designations

• Certified Financial Planner

Other Names

• Bailey Burke
• Bailey Marie Burke