Scott Manning Porter
Investment Adviser Representative at Compound Planning, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Manning Porter is an investment adviser representative with Compound Planning, Inc. in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2002 and have been registered with 4 firms, including Dempsey LORD Smith, LLC and Cambridge Investment Research Advisors, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bennett & PorterApr 2006 – no end date reportedScottsdale, AZ
- Dempsey Lord Smith, LLCNov 2016 – Nov 2025Rome, GA
- Benjamin & Jerold Brokerage I, LLCOct 2014 – Nov 2016New York, NY
- Cambridge Investment Research, Inc.Nov 2025 – no end date reportedFairfield, IA
- Dempsey Lord Smith, LLCNov 2016 – no end date reportedRome, GA
- Cambridge Investment Research Advisors, Inc.Nov 2025 – no end date reportedFairfield, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Compound Planning, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management including stock option exercise tax optimization, access to private investment opportunities, retirement planning, and family financial planning
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 77
- Offices listed on AdvisorFinder:
- 3
- Main office:
- New York, NY
- SEC file number:
- 801-126007
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Compound Planning, Inc.
Showing 12 of 77 in the directory
Similar advisors in Scottsdale,, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Manning Porter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched