Marcel Dominik Pfister

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

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

Other Names

• Marcel Pfister
• Marcel Pfister