Elisabeth M. Mesquit
Professional summary
Elisabeth Marie Mesquit, CFP®, who also goes by Lisa Marie Meqsuit, Lisa Mesquit, Elisabeth Marie Mustin, Lisa Marie Mustin, Lisa Mustin, is a registered financial advisor currently at SOARING INVESTMENT MANAGEMENT, LLC located in Portland, Oregon.
Elisabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Elisabeth has worked at 3 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elisabeth Marie Mesquit's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
September 18, 2019 - Present
SOARING INVESTMENT MANAGEMENT, LLC
September 30, 2015 - August 26, 2019
SCF SECURITIES, INC.
September 17, 2015 - August 26, 2019
SCF INVESTMENT ADVISORS, INC.
Primary Firm SEC Registration
SOARING INVESTMENT MANAGEMENT, LLC
CRD#: 305273 / SEC#: 801-135170
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2025)
(8/6/2025)
(9/18/2019)
(1/9/2020)
Exams
Current Firm
SOARING INVESTMENT MANAGEMENT, LLC
CRD#: 305273 / SEC#: 801-135170
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 460 |
| AUM (Assets Under Management) | $ 111,521,247 |
Red Flags
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