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Marco Gino Miranda

Compound Planning, Inc.

Westlake, OH

New York, NY

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Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-20
  • OH RA
    APPROVED
    Since 2023-10-20

Branch Locations

Westlake, OH • 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
OrganizationCityStateFromTo
Pruco Securities Llc Mayfield Heights OH 05/2019 10/2020
University Hospitals Shaker Heights OH 05/2018 05/2019
Saint Joseph Academy Cleveland OH 05/2016 09/2016
Unemployed Shaker Heights OH 06/2017 05/2018
Young Entrepreneurs Across America Cleveland OH 12/2016 06/2017
The Prudential Insurance Company Of America Mayfield Heights OH 09/2019 10/2020
Alliance Bernstein Cleveland OH 10/2020 12/2022
Compound Advisers, Inc. San Francisco CA 12/2022 10/2023
Compound Planning New York NY 10/2023 Present
  • 05/2019 → 10/2020
    Mayfield Heights, OH
  • 05/2018 → 05/2019
    University Hospitals
    Shaker Heights, OH
  • 05/2016 → 09/2016
    Saint Joseph Academy
    Cleveland, OH
  • 06/2017 → 05/2018
    Unemployed
    Shaker Heights, OH
  • 12/2016 → 06/2017
    Young Entrepreneurs Across America
    Cleveland, OH
  • 09/2019 → 10/2020
    The Prudential Insurance Company Of America
    Mayfield Heights, OH
  • 10/2020 → 12/2022
    Alliance Bernstein
    Cleveland, OH
  • 12/2022 → 10/2023
    Compound Advisers, Inc.
    San Francisco, CA
  • 10/2023 → Present
    Compound Planning
    New York, NY
Previous Registrations
  • 2023-02-17 → 2023-11-27
    Compound Advisers, Inc.
    Westlake, OH
    San Francisco, CA
  • 2020-11-02 → 2022-12-12
    Cleveland, OH
  • 2019-12-12 → 2020-10-12
    Mayfield Heights, OH
    Independence, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-11
  • S66 Uniform Combined State Law Examination
    2020-08-11

View on SEC IAPD

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