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Samantha Lynn Burke

Investment Adviser Representative at Openarc Corporate Advisory, LLC

Allison Park, PACRD #6246848Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Samantha Lynn Burke is an investment adviser representative with Openarc Corporate Advisory, LLC in Allison Park, PA, where they have been registered since 2026. They have worked in the securities industry since 2013 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and KEY Investment Services LLC. 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 Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/15/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 12/16/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/1/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/12/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Openarc Corporate Advisory, LLCCurrent
7/13/2026 – Allison Park, PA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/27/2018 – 7/6/2026Sewickley, PA
KEY Investment Services LLC
9/21/2016 – 9/5/2018Pittsburgh, PA
LPL Financial LLC
6/15/2016 – 9/21/2016Pittsburgh, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. KEY Investment Services LLC
    Sep 2016 – Nov 2016Pepper Pike, OH
  2. Keybank
    Sep 2016 – Nov 2016Pittsburgh, PA
  3. KEY Investment Services, LLC
    Nov 2016 – Feb 2017Pepper Pike, OH
  4. Keybank
    Nov 2016 – Feb 2017Pittsburgh, PA
  5. KEY Investment Services, LLC
    Feb 2017 – Sep 2018Pittsburgh, PA
  6. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sep 2018 – Jun 2026Sewickley, PA
  7. Robert Morris University
    Jan 2017 – Apr 2017Moon Township, PA
  8. OpenArc Corporate Advisory, LLC
    Jun 2026 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Openarc Corporate Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0175

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
122
Offices listed on AdvisorFinder:
1
Main office:
Atlanta, GA
SEC file number:
801-133754

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 16, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samantha Lynn 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.

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Samantha Lynn Burke (Openarc Corporate Advisory)