Samantha Lynn Burke

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2013 → 09/2016
  Lpl Financial Llc
  Pittsburgh, PA
• 09/2013 → 09/2016
  First Niagara Securities
  Pittsburgh, PA
• 09/2016 → 11/2016
  Key Investment Services Llc
  Pepper Pike, OH
• 09/2016 → 11/2016
  Keybank
  Pittsburgh, PA
• 11/2016 → 02/2017
  Key Investment Services, Llc
  Pepper Pike, OH
• 11/2016 → 02/2017
  Keybank
  Pittsburgh, PA
• 02/2017 → 09/2018
  Key Investment Services, Llc
  Pittsburgh, PA
• 09/2018 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
• 01/2017 → 04/2017
  Robert Morris University
  Moon Township, PA
• 06/2026 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2018-09-27 → 2026-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsburgh, PA
  Pittsburgh, PA
  Sewickley, PA
• 2016-09-21 → 2018-09-05
  Key Investment Services Llc
  Columbus, OH
  Pittsburgh, PA
  Pittsburgh, PA
• 2016-06-15 → 2016-09-21
  Lpl Financial Llc
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2016-06-15
• S63 Uniform Securities Agent State Law Examination
  2013-12-16

Other Names

• Samantha Lynn Lorusso
• Samantha L. Lorusso
• Samantha Lorusso
• Samantha Burke