Sarah Racek has been an investment adviser representative at Olio Financial Planning since September 2026, and is not listed among the firm’s executive officers or direct owners.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- Olio Financial PlanningCurrent– present · 3 yearsBlacksburg, VA · Adviser representative · Firm CRD 282355
Investment adviser representative registrations
Sarah Racek is registered as an investment adviser representative in Virginia, since September 2026.
- VirginiaSince 29 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Boyle Racek
- CRD
- 7800954
- Firm
- Olio Financial Planning · CRD 282355
- Office
- 301 South Main St, Suite 203, Blacksburg, VA 24060
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Racek work?
Sarah Racek is an investment adviser representative registered through Olio Financial Planning, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Racek a financial advisor?
Yes. Sarah Racek has a current investment-adviser registration in Virginia, through Olio Financial Planning since September 2026.
How many years of experience does Sarah Racek have?
Sarah Racek has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Sarah Racek passed?
Sarah Racek passed the Series 65 in October 2023.
Where is Sarah Racek based?
Sarah Racek’s registered office is in Blacksburg, VA.
Is Sarah Racek registered with FINRA?
No. Sarah Racek has no current broker registration.
How can I verify Sarah Racek’s record?
Search CRD 7800954 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Racek’s full registration record.