Sara Balk
Investment adviser representative at Charles Schwab & Co., Inc.
8 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
8 years in the industry.
- Charles Schwab & Co., Inc.Aug 2025 to now
- Charles SchwabSep 2024 to now
- Charles Schwab BankSep 2024 to now
- EquinoxJan 2024 to Sep 2024
- Chapman UniversityFeb 2023 to Dec 2023
- Sur La TableMay 2021 to Aug 2021
- Full Time EducationAug 2020 to Dec 2023
- Nekter Juice BarFeb 2020 to Oct 2020
- Full Time EducationAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7976637
- Firm CRD
- 5393