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SB

Sarah A. Brace

GOLDEN STATE EQUITY 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 GOLDEN STATE EQUITY PARTNERS, LLC 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 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

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.
The advisor shows no other business activity.

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

January 8, 2026 - Present

GOLDEN STATE EQUITY PARTNERS, LLC

Office #1: 3625 Del Amo Blvd, Ste 375, Torrance, CA 90503
RIA
CRD#: 322879
Torrance, CA
Past

July 30, 2021 - January 5, 2026

ORG PARTNERS

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".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 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
(1/8/2026)

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

GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)
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Contact information

Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (30 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

GOLDEN STATE EQUITY PARTNERS PART 2A FIRM BROCHURE (9/8/2025)
GOLDEN STATE EQUITY PARTNERS PART 2A WRAP FEE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts4,604
AUM (Assets Under Management)$ 880,384,165

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

GOLDEN STATE EQUITY PARTNERS, LLC

CRD#: 322879Torrance, CA 90503

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