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Scott Luther Weigel

Compound Planning, Inc.

New York, NY

Boca Raton, FL

CRD 7513993

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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:

Current Employers
Compound Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-15
TX RA APPROVED 2025-07-23
  • FL RA
    APPROVED
    Since 2025-09-15
  • TX RA
    APPROVED
    Since 2025-07-23

Branch Locations

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

Boca Raton, FL • 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
Mercer Global Advisors Inc. Boca Raton FL 03/2022 03/2023
Precise International New York NY 07/2017 07/2018
St Francis College Brooklyn NY 08/2015 05/2017
Mercer Global Advisors Inc. Boca Raton FL 09/2021 03/2022
Mercer Global Advisors Inc. Boca Raton FL 12/2019 09/2021
Adam Financial Associates Boca Raton FL 08/2018 12/2019
Mercer Global Advisors Inc. Boca Raton FL 03/2023 06/2025
Compound Planning, Inc. New York NY 06/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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