Inactive

Patrick Vincent Scherer

Compound Planning, Inc.

Cranberry Twp, PA

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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	2025-02-14

PA RA
APPROVED

Since 2025-02-14

Branch Locations

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

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

View on SEC IAPD

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