Garrett Porter has been an investment adviser representative at Soaring Investment Management since October 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Garrett Porter’s longest registration was under a year at Cambridge Investment Research Advisors, Inc. (2026–2026). Before joining Soaring Investment Management in 2026, Garrett Porter was registered through Cambridge Investment Research Advisors, Inc.
- – present · under a yearHenderson, NV · Adviser representative · Firm CRD 305273
- Cambridge Investment Research Advisors, Inc.– · under a yearLas Vegas, NV · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Garrett Porter is registered as an investment adviser representative in Oregon, since October 2026.
- OregonSince 4 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2026 |
| SIE | Securities Industry Essentials Examination | 27 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Garrett Scott Porter
- CRD
- 7712907
- Firm
- Soaring Investment Management · CRD 305273
- Office
- Henderson, NV
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Garrett Porter work?
Garrett Porter is an investment adviser representative registered through Soaring Investment Management, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Garrett Porter a financial advisor?
Yes. Garrett Porter has a current investment-adviser registration in Oregon, through Soaring Investment Management since October 2026.
How many years of experience does Garrett Porter have?
Garrett Porter has 0 years in the financial industry, since April 2026, across 2 adviser firms.
What exams has Garrett Porter passed?
Garrett Porter has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2023.
Where did Garrett Porter work before Soaring Investment Management?
Before Soaring Investment Management, Garrett Porter was registered through Cambridge Investment Research Advisors, Inc., February 2026 to August 2026.
Where is Garrett Porter based?
Garrett Porter’s registered office is in Henderson, NV.
Is Garrett Porter registered with FINRA?
No. Garrett Porter has no current broker registration.
How can I verify Garrett Porter’s record?
Search CRD 7712907 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Porter’s full registration record.
