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Sarah A. Brace

ORG PARTNERS
Torrance, CA 90503
Some features on this profile are disabled
CRD#: 2807927
SB

Professional summary

Sarah Abigail Brace, who also goes by Abby Brace, is a registered financial advisor currently at ORG PARTNERS located in Torrance, California.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Sarah has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Abby Brace

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Huntington Hospital. Not investment related. 100 West California Blvd., Pasadena, CA 91105. Hospital Volunteer. Gift Shop Volunteer. Start 2012. 16 hrs/mo, 0 hrs during trading. I volunteer at the hospital gift shop for 4 hours per week in the evening. 2) ORG Partners DBA Tinker Captial - Investment related - 3625 Del Amo Boulevard Suite 375 Torrance, CA - RIA - Client Services - 140hrs/mos, 100trading hrs. 3) S.A. Brace Notary Public. Not Investment Related. 2939 Hermosa Ave, La Crescenta CA 91214. Notary. Start 2000. 1 hour per week not during trading. Notarize documents for clients as needed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Abigail Brace's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 30, 2021 - Present

ORG PARTNERS

Office #1: 3625 Del Amo Blvd. Suite 375, Torrance, CA 90503
RIA
CRD#: 312728
Torrance, CA
Past

December 8, 2020 - December 22, 2023

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Torrance, CA
Past

September 25, 2020 - July 30, 2021

WEALTHSHIELD PARTNERS, LLC

RIA
CRD#: 169584
Torrance, CA
Past

June 24, 2011 - April 4, 2013

PENSION ARCHITECTS ADVISORY GROUP, LLC

RIA
CRD#: 145242
PASADENA, CA
Past

October 8, 2009 - December 31, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
PASADENA, CA
Past

August 24, 2009 - September 25, 2020

BRIDGE ADVISORY LLC

RIA
CRD#: 148282
PASADENA, CA
Past

July 22, 2008 - October 13, 2009

NRP FINANCIAL, INC.

BD
CRD#: 103717
PASADENA, CA
Past

October 31, 2005 - July 23, 2008

OSAIC SERVICES, INC.

BD
CRD#: 133763
PASADENA, CA
Past

August 17, 2000 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 12, 1996 - April 8, 1997

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/30/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/16/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/25/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/21/2006
General Securities Principal Examination

Current Firm

OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS

CRD#: 312728 / SEC#: 801-120444

RIA
Registered Investment Advisory firm - (3/18/2021 Approved)
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Contact information

Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)
ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts1,747
AUM (Assets Under Management)$ 772,570,633

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ORG PARTNERS

CRD#: 312728Torrance, CA 90503

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