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Nathan Raheel Bengali

Compound Planning, Inc.

Denver, CO

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
TX RA APPROVED_RES 2026-03-19
CA RA APPROVED 2024-06-10
CO RA APPROVED 2024-01-26
  • TX RA
    APPROVED_RES
    Since 2026-03-19
  • CA RA
    APPROVED
    Since 2024-06-10
  • CO RA
    APPROVED
    Since 2024-01-26

Branch Locations

Denver, CO • 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
Personal Capital Advisors Denver CO 06/2014 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 01/2024
Compound Planning New York NY 01/2024 Present
  • 06/2014 → 04/2023
    Personal Capital Advisors
    Denver, CO
  • 04/2023 → 01/2024
    Greenwood Village, CO
  • 01/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
  • 2023-04-03 → 2024-01-31
    Greenwood Village, CO
  • 2014-08-08 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-14
  • S65 Uniform Investment Adviser Law Examination
    2014-05-14
Other Names
  • Nathan Bengali

View on SEC IAPD

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