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Sarah Russell Brown

Investment Adviser Representative at Natural Bridges Financial Advisors

Santa Cruz, CACRD #7622830Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sarah Russell Brown is an investment adviser representative with Natural Bridges Financial Advisors in Santa Cruz, CA, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in California.

Office

627 Center Street
Santa Cruz, CA 95060

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Natural Bridges Financial AdvisorsCurrent
4/30/2024 – Santa Cruz, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Natural Bridges Financial Advisors, LLC
    Dec 2021 – no end date reportedSanta Cruz, CA
  2. 1440 Multiversity
    Jun 2017 – Jun 2020Scotts Valley, CA
  3. Luma Yoga
    Jul 2014 – Mar 2020Santa Cruz, CA
  4. Home
    Jun 2020 – Dec 2021Santa Cruz, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Natural Bridges Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Santa Cruz, CA
SEC file number:
801-132940

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 10, 2026

View full firm profile

Other advisors at Natural Bridges Financial Advisors

2 other advisors in the directory

View Natural Bridges Financial Advisors firm profile

Similar advisors in Santa Cruz, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Russell Brown has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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