Elisabeth Mesquit has been Member, CCO of Soaring Investment Management since August 2019, is a control person of the firm and directly owns between 50% and 75% of it. Elisabeth Mesquit holds a BS in Finance from Oklahoma Christian University.
Soaring Investment Management, LLC is a Portland, OR firm with $113M under management, 172 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Elisabeth Mesquit is Founder, Principal & Financial Advisor of Soaring Investment Management. Mesquit has helped families and individuals make financial decisions for more than 13 years. Earlier, Mesquit worked in a law office, interned at Stifel Nicolaus, worked at MidFirst Bank as an analyst of the bank's bond portfolio, and later worked at Gap Inc.
Elisabeth Mesquit’s longest registration is the current one, 7 years at Soaring Investment Management since 2019. Before joining Soaring Investment Management in 2019, Elisabeth Mesquit was registered through SCF Investment Advisors, Inc.
- – present · 7 yearsPortland, OR · Adviser representative · Firm CRD 305273
- SCF Investment Advisors, Inc.– · 3 yearsBeaverton, OR · Adviser representative · Firm CRD 123608
Professional designations
Listed by Soaring Investment Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Elisabeth Mesquit is registered as an investment adviser representative in 4 states. The first approvals date from September 2019; the most recent is North Carolina, in August 2025.
- CaliforniaSince 10 March 2025
- North CarolinaSince 6 August 2025
- OregonSince 18 September 2019
- TexasSince 9 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 30 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Elisabeth Marie Mesquit
- CRD
- 2258483
- Firm
- Soaring Investment Management · CRD 305273
- Role
- Member, CCO
- Office
- Portland, OR
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soaringinvestmentmanagement.com
Where does Elisabeth Mesquit work?
Elisabeth Mesquit has been Member, CCO of Soaring Investment Management, LLC since August 2019, and is a control person of the firm.
Is Elisabeth Mesquit a financial advisor?
Yes. Elisabeth Mesquit has a current investment-adviser registration in California, North Carolina, Oregon and Texas, through Soaring Investment Management since September 2019.
How many years of experience does Elisabeth Mesquit have?
Elisabeth Mesquit has 11 years in the financial industry, since October 2015, across 2 adviser firms.
What exams has Elisabeth Mesquit passed?
Elisabeth Mesquit passed the Series 7 in September 2015. FINRA credited Elisabeth Mesquit with the SIE, which began in October 2018.
Where did Elisabeth Mesquit work before Soaring Investment Management?
Before Soaring Investment Management, Elisabeth Mesquit was registered through SCF Investment Advisors, Inc., September 2015 to August 2019.
Where is Elisabeth Mesquit based?
Elisabeth Mesquit’s registered office is in Portland, OR.
Is Elisabeth Mesquit registered with FINRA?
No. Elisabeth Mesquit has no current broker registration.
Is Elisabeth Mesquit a CFP?
Soaring Investment Management lists Elisabeth Mesquit with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Elisabeth Mesquit, CFP®, CFA biography, soaringinvestmentmanagement.com
Is Elisabeth Mesquit a CFA charterholder?
Soaring Investment Management lists Elisabeth Mesquit with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Elisabeth Mesquit, CFP®, CFA biography, soaringinvestmentmanagement.com
How can I verify Elisabeth Mesquit’s record?
Search CRD 2258483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elisabeth Mesquit’s full registration record.
