Michael Sorem has been an investment adviser representative at Mengis Capital Management since June 2017, and is not listed among the firm’s executive officers or direct owners.
Mengis Capital Management, Inc. is a Portland, OR firm with $903M under management, 300 clients and 6 advisers in one office, as of its July 2026 filing.
Michael Sorem’s longest registration is the current one, 9 years at Mengis Capital Management since 2017. Before joining Mengis Capital Management in 2017, Michael Sorem was registered through Spectrum Strategic Capital Management, LLC.
- – present · 9 yearsPortland, OR · Adviser representative · Firm CRD 117127
- Spectrum Strategic Capital Management, LLC– · 2 yearsLake Oswego, OR · Adviser representative · Firm CRD 138347
Investment adviser representative registrations
Michael Sorem is registered as an investment adviser representative in Oregon, since June 2017.
- OregonSince 29 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Jeffery Sorem
- CRD
- 6275682
- Firm
- Mengis Capital Management · CRD 117127
- Office
- ONE SW COLUMBIA, SUITE 780, Portland, OR 97204
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Sorem work?
Michael Sorem is an investment adviser representative registered through Mengis Capital Management, Inc. since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sorem a financial advisor?
Yes. Michael Sorem has a current investment-adviser registration in Oregon, through Mengis Capital Management since June 2017.
How many years of experience does Michael Sorem have?
Michael Sorem has 11 years in the financial industry, since June 2015, across 2 adviser firms.
What exams has Michael Sorem passed?
Michael Sorem passed the Series 65 in June 2014.
Where did Michael Sorem work before Mengis Capital Management?
Before Mengis Capital Management, Michael Sorem was registered through Spectrum Strategic Capital Management, LLC, October 2014 to November 2016.
Where is Michael Sorem based?
Michael Sorem’s registered office is in Portland, OR.
Is Michael Sorem registered with FINRA?
No. Michael Sorem has no current broker registration.
How can I verify Michael Sorem’s record?
Search CRD 6275682 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sorem’s full registration record.
