Bailey Burke
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bailey Burke is an investment adviser representative in Los Angeles, CA, currently registered with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. They have worked in the securities industry since 2018 and were previously registered with Vanguard Advisers, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
14 states and territories
Arizona, California, Connecticut, District of Columbia, Florida, Kentucky, Nevada, New York, North Carolina, Oregon, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Jul 2018 – Feb 2024Scottsdale, AZ
- Farley for ArizonaNov 2017 – Jul 2018Phoenix, AZ
- Donte Tanner for DelegateAug 2017 – Nov 2017Fairfax, VA
- Northern Arizona UniversityAug 2016 – May 2017Flagstaff, AZ
- Northern Arizona UniversityFeb 2015 – Dec 2016Flagstaff, AZ
- Northern Arizona UniversityAug 2013 – May 2017Flagstaff, AZ
- Congressman Tom O'HalleranMay 2017 – Aug 2017Washington, DC
- Congressman Tom O'HalleranJan 2017 – May 2017Flagstaff, AZ
- Charles Schwab & Co., IncFeb 2024 – no end date reportedPhoenix, AZ
- Schwab Wealth Advisory, IncFeb 2024 – no end date reportedPhoenix, AZ
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Los Angeles, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bailey Burke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched