Sabrina Atalia Ortega
Investment adviser representative at Linscomb Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Linscomb Wealth, Inc.Sep 2025 to now
- RBC Capital Markets, LLCJun 2025 to now
- Charles Schwab Bank SsbJun 2023 to Jun 2025
- Charles Schwab & Co., Inc.Jun 2022 to Jun 2025
- N/aFeb 2022 to Jun 2022
- Frost BankOct 2020 to Feb 2022
- N/aJun 2020 to Oct 2020
- SprintMay 2018 to Jun 2020
- Home DepotJun 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Linscomb Wealth, Inc.
$5.2BAssets managed
1,665Clients
21Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7535788
- Firm CRD
- 106779