Marcel Dominik Pfister
Investment adviser representative at Compound Planning, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Compound Planning, Inc.Jan 2026 to now
- First Citizens BankDec 2025 to now
- Svb WealthDec 2022 to now
- Farther Finance Advisors, LLCAug 2021 to Dec 2022
- Unemployed/sabbaticalOct 2020 to Aug 2021
- Goldman Sachs & Co.Jul 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6058801
- Firm CRD
- 171787