Mary Minshall has been Managing Member of Encompass Wealth Advisors since July 2014, is a control person of the firm and directly owns between 5% and 10% of it.
Encompass Wealth Advisors, LLC is a Portland, OR firm with $473M under management, 1,343 clients and 3 advisers in one office, as of its August 2026 filing.
Mary Minshall’s longest registration is the current one, 6 years at Encompass Wealth Advisors since 2019. Before joining Encompass Wealth Advisors in 2019, Mary Minshall was registered through Morgan Stanley.
- – present · 6 yearsPortland, OR · Adviser representative · Firm CRD 170807
- Morgan Stanley– · under a yearPortland, OR · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Mary Minshall is registered as an investment adviser representative in Oregon, since November 2019.
- OregonSince 25 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 October 2001 |
| Series 7 | General Securities Representative Examination | 26 September 2000 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Elizabeth Minshall
- CRD
- 4073837
- Firm
- Encompass Wealth Advisors · CRD 170807
- Role
- Managing Member
- Office
- 15350 SW SEQUOIA PARKWAY, SUITE 250, Portland, OR 97224
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Mary Minshall work?
Mary Minshall has been Managing Member of Encompass Wealth Advisors, LLC since July 2014, and is a control person of the firm.
Is Mary Minshall a financial advisor?
Yes. Mary Minshall has a current investment-adviser registration in Oregon, through Encompass Wealth Advisors since November 2019.
How many years of experience does Mary Minshall have?
Mary Minshall has 26 years in the financial industry, since September 2000, across 2 adviser firms.
What exams has Mary Minshall passed?
Mary Minshall has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in September 2000. FINRA credited Mary Minshall with the SIE, which began in October 2018.
Where did Mary Minshall work before Encompass Wealth Advisors?
Before Encompass Wealth Advisors, Mary Minshall was registered through Morgan Stanley, March 2014 to July 2014.
Where is Mary Minshall based?
Mary Minshall’s registered office is in Portland, OR.
Is Mary Minshall registered with FINRA?
Yes. Mary Minshall has a current broker registration, under CRD 4073837.
Source: FINRA BrokerCheck
How can I verify Mary Minshall’s record?
Search CRD 4073837 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mary Minshall’s full registration record.