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Roy Lee Burns

Schwab Wealth Advisory, Inc.

Raleighn, NC

CRD 7581314

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-07
  • NC RA
    APPROVED
    Since 2026-08-07

Branch Locations

621 Hillsborough Street, Suite 300,, Raleighn, NC 27603 • 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
Full Time Education Denver CO 07/2022 06/2023
Charles Schwab & Co, Inc Lone Tree CO 07/2022 Present
Ups Commerce City CO 03/2022 07/2022
Full Time Education Denver CO 01/2021 03/2022
Amazon Thornton CO 09/2020 12/2020
Unemployed Locust Grove GA 03/2020 07/2020
24-Hour Fitness Boulder CO 09/2019 02/2020
Collier County Government Naples FL 02/2016 08/2019
Schwab Wealth Advisory Inc. Raleigh NC 12/2025 Present
  • 07/2022 → 06/2023
    Full Time Education
    Denver, CO
  • 07/2022 → Present
    Charles Schwab & Co, Inc
    Lone Tree, CO
  • 03/2022 → 07/2022
    Ups
    Commerce City, CO
  • 01/2021 → 03/2022
    Full Time Education
    Denver, CO
  • 09/2020 → 12/2020
    Amazon
    Thornton, CO
  • 03/2020 → 07/2020
    Unemployed
    Locust Grove, GA
  • 09/2019 → 02/2020
    24-Hour Fitness
    Boulder, CO
  • 02/2016 → 08/2019
    Collier County Government
    Naples, FL
  • 12/2025 → Present
    Schwab Wealth Advisory Inc.
    Raleigh, NC
Other Businesses

1) Menelik Counseling Services LLC|Investment Related: No|3035 W 25th Ave, Denver, CO, 80211, USA|Healthcare Services|Owner, Counselor|10/16/2023|Less than 20 hour/month - 0 during trading hours|Provide therapeutic services to clients, to include treatment planning and support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
  • S66 Uniform Combined State Law Examination
    2026-08-06
Other Names
  • Roy Burns

View on SEC IAPD

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