Mihei M. Egoroff

CROSS FINANCIAL ADVISORS

Lake Oswego, OR 97035

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CRD#: 7186339

Professional summary

Mihei M Egoroff, who also goes by Mihei Egoroff, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Lake Oswego, Oregon and LPL FINANCIAL LLC located in Lake Oswego, Oregon.

Mihei is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Mihei has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Mihei Egoroff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mihei M Egoroff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2020 - Present

CROSS FINANCIAL ADVISORS

Office #1: 5200 Meadows Rd #150, Lake Oswego, OR 97035

RIA

CRD#: 287686

Lake Oswego, OR

Current

November 4, 2019 - Present

LPL FINANCIAL LLC

Office #1: 5200 Meadows Rd Ste 150, Lake Oswego, OR 97035Office #2: 3000 Market St Ne Suite 353, Salem, OR 97301

RIA

CRD#: 6413

LAKE OSWEGO, OR

Past

July 7, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

TUALATIN, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROSS FINANCIAL ADVISORS

CRD#: 287686 / SEC#: 801-110589

RIA

Registered Investment Advisory firm - (6/22/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/10/2020)

Idaho
(7/3/2025)

Oregon
(11/20/2019)

IAR

Oregon
(1/15/2020)

Washington
(11/7/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/30/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CROSS FINANCIAL ADVISORS

CRD#: 287686 / SEC#: 801-110589

RIA

Registered Investment Advisory firm - (6/22/2017 Approved)

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Contact information

Main Address

16100 Nw Cornell Road #240, Beaverton, OR 97006

Mailing Address

Phone number

(503) 430-0563

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CROSS FINANCIAL ADVISORS (2/4/2026)

CROSS FINANCIAL ADVISORS - ADV 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	2,966
AUM (Assets Under Management)	$ 418,897,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Mihei M. Egoroff

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mihei M Egoroff's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSS FINANCIAL ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CROSS FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2019

Series 7TO

Date: 11/4/2019

SIE

Date: 8/30/2019

FINRA

Current Firm

CROSS FINANCIAL ADVISORS

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSS FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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