Wiley Cyrus Belknap

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

• 01/2018 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Canonsburg, PA
• 11/2016 → 11/2017
  Us Navy
  San Diego, CA
• 06/2015 → 09/2016
  Djs Contracting And Maintenance
  Aliquippa, PA
• 11/2017 → 01/2018
  Unemployed
  Aliquippa, PA
• 12/2020 → 01/2021
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2021 → 03/2022
  Ayco/Goldman Sachs
  Canonsburg, PA
• 03/2022 → 01/2025
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 09/2023 → 08/2024
  Tmf Investments
  Alexandria, VA
• 01/2025 → Present
  Compound Planning
  New York, NY

Previous Registrations

• 2022-04-04 → 2025-02-12
  Motley Fool Wealth Management, Llc
  Alexandria, VA
  Alquippa, PA
• 2020-12-23 → 2022-03-31
  United Capital Financial Advisors
  Canonsburg, PA
• 2019-01-11 → 2020-12-23
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-01-07