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Joseph F. Devorak

Compound Planning

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About Joseph F. Devorak

Joseph Devorak is a financial advisor with Compound Planning. Joseph Devorak has been in the industry for over 8 years and is registered with the state of Colorado. Joseph Devorak has experience with a variety of financial products and services. Joseph Devorak specializes in investment advisory services for high-net-worth individuals and individuals other than high-net-worth. Joseph Devorak has experience with a variety of client types, including individuals, families, and trusts. Joseph Devorak is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Joseph Devorak is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Joseph Devorak’s Registration & Firm History

NY

01/09/2025 - Present

Compound Planning (NEW YORK NY)

CO

08/05/2019 - 10/10/2019

BBVA SECURITIES INC. (DENVER CO)

CO

08/10/2015 - 05/28/2019

CHARLES SCHWAB & CO., INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph F. Devorak.
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