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Caryn Maria Sanchez

Multnomah Group, Inc.

Portland, OR

CRD 4196429

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Employer firm

Multnomah Group, Inc. CRD 132131

$2.67B regulatory AUM 134 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Multnomah Group, Inc.

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2008-05-09
  • OR RA
    APPROVED
    Since 2008-05-09

Branch Locations

1155 Sw Morrison Street Suite 501, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Multnomah Group, Inc. Portland OR 09/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-08
S63 Uniform Securities Agent State Law Examination 2002-04-12
  • S65 Uniform Investment Adviser Law Examination
    2008-05-08
  • S63 Uniform Securities Agent State Law Examination
    2002-04-12

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

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