Matthew Gwizdz
Investment adviser representative at Compound Planning, Inc.
13 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
13 years in the industry.
- Compound Planning, Inc.May 2026 to now
- UBSJan 2023 to Mar 2026
- IntralinksFeb 2022 to Dec 2022
- United States ArmyApr 2018 to Feb 2022
- Parisi Speed SchoolJan 2018 to Mar 2018
- Stifel NicohalsJun 2017 to Aug 2017
- Monmouth UniversitySep 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 6811985
- Firm CRD
- 171787