Sabrina A. Ortega

LINSCOMB WEALTH

Houston, TX 77027

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CRD#: 7535788

Professional summary

Sabrina Atalia Ortega is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Houston, Texas.

Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sabrina has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Sabrina Atalia Ortega'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

September 2, 2025 - Present

LINSCOMB WEALTH, INC.

Office #1: 1333 West Loop South Suite 1500, Houston, TX 77027

RIA

CRD#: 106779

Houston, TX

Past

June 23, 2025 - July 25, 2025

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

June 23, 2025 - July 25, 2025

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

Past

December 2, 2022 - April 9, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Sugar Land, TX

Past

October 17, 2022 - April 9, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Sugar Land, TX

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".

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 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

Texas
(9/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/2/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/27/2022

Securities Industry Essentials Examination

Current Firm

LINSCOMB WEALTH, INC.

ATLANTA WEALTH & PENSION TEAM | LINSCOMB WEALTH, INC. | LINSCOMB & WILLIAMS INC | LINSCOMB & WILLIAMS

CRD#: 106779 / SEC#: 801-48855

RIA

Registered Investment Advisory firm - (5/2/1995 Approved)

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Contact information

Main Address

1333 West Loop South Suite 1500, Houston, TX 77027

Mailing Address

Phone number

(713) 840-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINSCOMB WEALTH FORM ADV PART 2A BROCHURE ANNUAL AMENDMENT (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,814
AUM (Assets Under Management)	$ 4,566,838,983

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/24/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Sabrina A. Ortega

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Atalia Ortega's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

LINSCOMB WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2022

Series 7TO

Date: 10/17/2022

SIE

Date: 8/27/2022

Current Firm

LINSCOMB WEALTH, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LINSCOMB WEALTH, INC.

TRUST BUT VERIFY

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