Sarah Elizabeth Burdick

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2009 → 03/2021
  Edward Jones
  Poulsbo, WA
• 03/2021 → Present
  Sound Harbor Financial, Llc
  Silverdale, WA
• 12/2023 → Present
  Raymond James Financial Services, Inc.
  Silverdale, WA
• 03/2021 → 12/2023
  Raymond James Financial Services, Inc.
  Silverdale, WA
• 03/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Silverdale, WA

Other Businesses

(1)Name of Business: Address: 2655 Marine Drive, Bremerton, WA, 98312, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/24/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I rented out a small home on our property (2)Name of Business: Sound Harbor Financial LLC Address: 3500 NW Bucklin Hill Rd Ste 101, Silverdale, WA, 98383-8574, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/12/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client service, office management

Exams

• S66 Uniform Combined State Law Examination
  2024-03-09

Other Names

• Sarah Foster
• Sarah Elizabeth Foster