Dimitry Farberov
Investment adviser representative at Compound Planning, Inc.
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$4.8BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Compound Planning, Inc.Nov 2024 to now
- Miracle Mile Advisors, LLCJan 2020 to Nov 2024
- Idb Capital Corp.Nov 2017 to Jan 2020
- Israel Discount Bank of New YorkNov 2017 to Jan 2020
- Rsm US Wealth Management LLCJan 2016 to Aug 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 yearsIn 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
- 5291238
- Firm CRD
- 171787