Inactive

Marcel Dominik Pfister

Compound Planning, Inc.

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Current Employers

Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-01-13

PA RA
APPROVED

Since 2026-01-13

Branch Locations

Glen Mills, PA • United States

115 Broadway 5Th Floor, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goldman Sachs & Co.	New York	NY	07/2014	09/2020
Unemployed/Sabbatical	Philadelphia	PA	10/2020	08/2021
Farther Finance Advisors, Llc	San Francisco	CA	08/2021	12/2022
Svb Wealth	New York	NY	12/2022	Present
First Citizens Bank	Raleigh	NC	12/2025	Present
Compound Planning, Inc.	New York	NY	01/2026	Present

07/2014 → 09/2020

Goldman Sachs & Co.

New York, NY
10/2020 → 08/2021

Unemployed/Sabbatical

Philadelphia, PA
08/2021 → 12/2022

Farther Finance Advisors, Llc

San Francisco, CA
12/2022 → Present

Svb Wealth

New York, NY
12/2025 → Present

First Citizens Bank

Raleigh, NC
01/2026 → Present

Compound Planning, Inc.

New York, NY

Previous Registrations

2022-12-07 → 2026-01-13

Svb Wealth

New York, NY
2021-08-11 → 2022-12-14

Farther

Lansdowne, PA

San Francisco, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-30
S66	Uniform Combined State Law Examination	2014-09-15

S65 Uniform Investment Adviser Law Examination

2021-08-30
S66 Uniform Combined State Law Examination

2014-09-15

Other Names

Marcel Pfister
Marcel Pfister

View on SEC IAPD

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