Roxana Sanam Maddahi
Investment adviser representative at Compound Planning, Inc.
11 yearsExperience
2 statesRegistered in
$4.8BFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Compound Planning, Inc.Dec 2023 to now
- Steel Peak Wealth Management, LLCDec 2015 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5400917
- Firm CRD
- 171787