Elisabeth Marie Mesquit
Investment adviser representative at Soaring Investment Management, LLC
11 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$112.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Soaring Investment Management, LLCAug 2019 to now
- Scf Investment Advisors, Inc.Sep 2015 to Aug 2019
- Scf Securities, Inc.Sep 2015 to Aug 2019
Designations
- CFP® certification
- CFA
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, OR, TX).
Soaring Investment Management, LLC
$112.5MAssets managed
172Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2258483
- Firm CRD
- 305273