Financial ADVSR advisor directory · SEC adviser records
Compound Planning, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a Compound Planning, Inc. office in New York, by city and A to Z.
22 registered advisors work at Compound Planning, Inc. in New York, out of 66 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (20). 8 list the CFP designation and 0 are also registered broker representatives.
Compound Planning, Inc. advisors by city in New York
Every firm in New York →Compound Planning, Inc. advisors in New York, A to Z
Search by name →- William D. BurnsNew York
- Dylan ClarkNew York
- Adam B. ColemanNew York · Certified Financial Planner
- Stephen O. Dean IIINew York · Chartered Financial Analyst
- Howard L. DingleNew York
- Gabriel E. GarciaNew York
- Nicholas G. GarciaNew York
- Tony R. GoldenNew York
- Scott D. HedgcockNew York · Certified Financial Planner
- Cindy L. JudasNew York
- Tracy M. KinderNew York
- Shannon LynchNew York · Certified Financial Planner
- Roxana S. MaddahiNew York
- Kevin G. MannNew York · Certified Financial Planner
- Jack P. McCaddonNew York
- Andrew ParkNew York
- Antoine P. PironNew York
- Alexander D. RickeNew York · Certified Financial Planner
- Cole T. SchmittEast Rochester
- Alexander S. SnyderNew York · Certified Financial Planner
- Scott L. WeigelNew York · Certified Financial Planner
- Hans-Christian WinklerJackson Heights · Certified Financial Planner
Compound Planning, Inc. advisors in every state →Compound Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Compound Planning, Inc. in other states
Questions
How many Compound Planning, Inc. financial advisors are in New York?
22 investment adviser representatives are registered at Compound Planning, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Compound Planning, Inc. have the most advisors?
New York, with 20, then East Rochester (1). Compound Planning, Inc. has advisors in 3 cities in New York.
How do I check a Compound Planning, Inc. advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Compound Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.