Matthew Gwizdz

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

• 01/2023 → 07/2023
  Ubs
  New York, NY
• 02/2022 → 12/2022
  Intralinks
  New York, NY
• 04/2018 → 02/2022
  United States Army
  Crestview, FL
• 06/2017 → 08/2017
  Stifel Nicohals
  New York, NY
• 09/2013 → 12/2017
  Monmouth University
  West Long Branch, NJ
• 01/2018 → 03/2018
  Parisi Speed School
  Flemington, NJ
• 07/2023 → 03/2026
  Ubs
  New York, NY
• 05/2026 → Present
  Compound Planning
  Readington Township, NJ

Previous Registrations

• 2024-10-08 → 2026-07-15
  Ubs Financial Services Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-08
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Matthew Edward Gwizdz