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Sabrina Brown

Chief Operating Officer at S & D Financial

Investment adviser registrationUpdated

Sabrina Brown is Chief Operating Officer of S & D Financial, L.L.C., a San Antonio investment adviser managing $134M. Sabrina Brown has been registered as an investment adviser representative through S & D Financial since 7 February 2025, has 6 years in the industry across 4 firms and has passed the Series 65.

6
Years in industry
1
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Sabrina Brown has been Chief Operating Officer of S & D Financial since July 2024, is a control person of the firm and directly owns under 5% of it.

S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.

Sabrina Brown is Chief Operating Officer of Reliance Financial Partners. She oversees the business health and big picture of the firm. She has over 14 years of experience working in nearly every role at the firm.

Sabrina Brown’s longest registration was 3 years at Coppell Advisory Solutions LLC (2021–2025). Before joining S & D Financial in 2025, Sabrina Brown was registered through Coppell Advisory Solutions LLC and Visionary Wealth Management, LLC.

  1. – present · 1 year
    Adviser representative · Firm CRD 332415
  2. Coppell Advisory Solutions LLC
    – · 3 years
    San Antonio, TX · Adviser representative · Firm CRD 156549
  3. Visionary Wealth Management, LLC
    – · under a year
    San Antonio, TX · Adviser representative · Firm CRD 311702
  4. Gibbs Wealth Management, LLC
    – · 2 years
    San Antonio, TX · Adviser representative · Firm CRD 281621

Credentials and registrations

Investment adviser representative registrations

Sabrina Brown is registered as an investment adviser representative in Texas, since February 2025.

  • TexasSince 7 February 2025

Examinations

Series 658 May 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Sabrina Lennhoff Brown
CRD
7255550
Firm
S & D Financial · CRD 332415
Role
Chief Operating Officer
Registration
Investment adviser registration
In the industry since
May 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sabrina Brown work?

Sabrina Brown has been Chief Operating Officer of S & D Financial, L.L.C. since July 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 May 2026

Is Sabrina Brown a financial advisor?

Yes. Sabrina Brown has a current investment-adviser registration in Texas, through S & D Financial since February 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Sabrina Brown have?

Sabrina Brown has 6 years in the financial industry, since May 2020, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Sabrina Brown passed?

Sabrina Brown passed the Series 65 in May 2020.

Source: IAPD individual record, checked 22 October 2026

Where did Sabrina Brown work before S & D Financial?

Before S & D Financial, Sabrina Brown was registered through Visionary Wealth Management, LLC, April 2021 to August 2021; Gibbs Wealth Management, LLC, May 2020 to May 2022.

Source: IAPD individual record, checked 22 October 2026

Is Sabrina Brown registered with FINRA?

No. Sabrina Brown has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Sabrina Brown’s record?

Search CRD 7255550 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sabrina Brown’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at S & D Financial

Sources

  1. IAPD individual record, CRD 7255550, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of S & D Financial, L.L.C., filed 11 May 2026. Title, control and ownership bands.
  3. S & D Financial team page. Biography, education, credentials, awards.