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Sarah F Burke

Schwab Wealth Advisory, Inc.

Chesterfield, VA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-17
  • VA RA
    APPROVED
    Since 2026-01-17

Branch Locations

Chesterfield, VA • 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
The Haley Law Group, Llc Deptford NJ 09/2011 01/2020
Lpl Financial Llc Hackettstown NJ 03/2016 10/2016
Charles Schwab & Co., Inc Phoenix AZ 01/2023 Present
Burke Estate & Tax Law, Llc Freehold NJ 01/2020 10/2022
Schwab Wealth Advisory Inc Chesterfield VA 12/2025 Present
  • 09/2011 → 01/2020
    The Haley Law Group, Llc
    Deptford, NJ
  • 03/2016 → 10/2016
    Lpl Financial Llc
    Hackettstown, NJ
  • 01/2023 → Present
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 01/2020 → 10/2022
    Burke Estate & Tax Law, Llc
    Freehold, NJ
  • 12/2025 → Present
    Schwab Wealth Advisory Inc
    Chesterfield, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-17
S63 Uniform Securities Agent State Law Examination 2016-04-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-17
  • S63 Uniform Securities Agent State Law Examination
    2016-04-21
Other Names
  • Sarah F. Burke
  • Sarah B. Haley
  • Sarah B. Haley

View on SEC IAPD

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