Unclaimed Profile

Sarah Abigail Brace

PENNIALL & ASSOCIATES, INC.·PASADENA, California

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record16 years registeredPENNIALL & ASSOCIATES, INC.

123 S. MARENGO AVENUE #200, PASADENA, CA 91101CRD# 2807927Firm CRD# 148282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Abigail Brace · PASADENA, CA

Registration

CRD #2807927 · PENNIALL & ASSOCIATES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

ASCENTIS INDEPENDENT ADVISORS, LLC

Jan 2026 – present

ORG PARTNERS

Jul 2021 – Jan 2026

Torrance, CA

WEALTHSHIELD PARTNERS, LLC

Sep 2020 – Jul 2021

Torrance, CA

PENSION ARCHITECTS ADVISORY GROUP, LLC

Jun 2011 – Apr 2013

PASADENA, CA

BRIDGE ADVISORY LLC

Aug 2009 – Sep 2020

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · August 24, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGE ADVISORY LLC

CRD 148282 · SEC 801-69681

AUM

$453M

Regulatory assets under management

Employees

1,331 client accounts

Services offered by BRIDGE ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGE ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Abigail Brace offer?

Sarah Abigail Brace specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Sarah Abigail Brace's credentials?

Sarah Abigail Brace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Abigail Brace located?

Sarah Abigail Brace is based in PASADENA, California, working with PENNIALL & ASSOCIATES, INC.. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Sarah Abigail Brace charge for services?

Sarah Abigail Brace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENNIALL & ASSOCIATES, INC.?

PENNIALL & ASSOCIATES, INC. has approximately 18 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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