Patrick Vincent Scherer

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

• 05/2020 → 05/2021
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 08/2015 → 05/2020
  Wilmington Trust
  Baltimore, MD
• 05/2021 → 02/2025
  Cw Advisors, Llc
  Columbia, MD
• 02/2025 → Present
  Compound Planning
  New York, NY

Previous Registrations

• 2021-04-19 → 2025-02-14
  Cw Advisors, Llc
  Boston, MA
  Columbia, MD
  Cranberry Township, PA
• 2020-05-14 → 2021-05-17
  Pinnacle Advisory Group, Inc.
  Columbia, MD

Designations

• Certified Financial Planner
• Chartered Financial Consultant