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Sarah Brown

Partner / Chief Compliance Officer at Natural Bridges Financial Advisors in Santa Cruz, CA

Investment adviser registrationUpdated

Sarah Brown is Partner / Chief Compliance Officer of Natural Bridges Financial Advisors LLC, an investment adviser managing $156M, and works from its Santa Cruz, CA office. Sarah Brown has been registered as an investment adviser representative through Natural Bridges Financial Advisors since 30 April 2024 and has 2 years in the industry across 1 firm.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Sarah Brown has been Partner / Chief Compliance Officer of Natural Bridges Financial Advisors since January 2026, is a control person of the firm and directly owns between 10% and 25% of it.

Natural Bridges Financial Advisors LLC is a Santa Cruz, CA firm with $156M under management, 80 clients and 3 advisers across 4 offices, as of its June 2026 filing.

  1. – present · 2 years
    Santa Cruz, CA · Adviser representative · Firm CRD 148056

Credentials and registrations

Investment adviser representative registrations

Sarah Brown is registered as an investment adviser representative in California, since April 2024.

  • CaliforniaSince 30 April 2024

Examinations

No examinations are on Sarah Brown’s record.

Key facts

Full name
Sarah Russell Brown
CRD
7622830
Role
Partner / Chief Compliance Officer
Office
627 CENTER STREET, Santa Cruz, CA 95060
Registration
Investment adviser registration
In the industry since
April 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sarah Brown work?

Sarah Brown has been Partner / Chief Compliance Officer of Natural Bridges Financial Advisors LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 June 2026

Is Sarah Brown a financial advisor?

Yes. Sarah Brown has a current investment-adviser registration in California, through Natural Bridges Financial Advisors since April 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Sarah Brown have?

Sarah Brown has 2 years in the financial industry, since April 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Sarah Brown based?

Sarah Brown’s registered office is in Santa Cruz, CA.

Source: IAPD individual record, checked 22 October 2026

Is Sarah Brown registered with FINRA?

No. Sarah Brown has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Sarah Brown’s record?

Search CRD 7622830 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Brown’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Natural Bridges Financial Advisors

Sources

  1. IAPD individual record, CRD 7622830, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Natural Bridges Financial Advisors LLC, filed 10 June 2026. Title, control and ownership bands.