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Destiny Couter

THE WEALTH BOUTIQUE
Chattanooga, TN
·CRD# 8285415·1 year experience

Professional Summary

Destiny Couter, who also goes by Destiny Mix, is a registered financial advisor currently at THE WEALTH BOUTIQUE located in Chattanooga, Tennessee. Destiny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Destiny has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Destiny Mix

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

THE WEALTH BOUTIQUE·CRD# 317291
RIA
7348 East Brainerd Rd, Chattanooga, TN 37421
October 19, 2026 - Present
CREATIVEONE WEALTH, LLC·CRD# 281213
RIA
Chattanooga, TN
July 6, 2026 - October 6, 2026

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Current Firm

TW
THE WEALTH BOUTIQUE

ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | LENZ4WOMEN | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC

CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - SEC (4/11/2024 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/29/2024 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (4/30/2024 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (4/30/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/15/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/29/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (4/29/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (4/30/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

32 Collis Lane Suite A, Chester, NJ 07930

Phone Number

(908) 955-0077

# of Employees

12

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

20240308 FORM ADV PART 2A - WWB (3/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

802

AUM (Assets Under Management)

$120,806,478

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Money Mavens; investment related; 7348 E Brainerd Rd Chattanooga, TN 37421; Sale of life insurance and annuities/DBA; Financial Assistant, Financial Professional; 02/2026; 160 hrs/mo; 6 hrs/mo 2.) Tranquility Real Estate Investors; investment related; 7999 Tranquility Dr Ooltewah, TN 37363; short-term rentals (international); Member/Investor; 07/2023; 0 hrs/mo; 0 hrs/mo; passive

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH BOUTIQUE

ALIGNED WEALTH COLLECTIVE | WOMEN'S WEALTH BOUTIQUE | WOMEN'S WEALTH ADVISOR | THE WEALTH BOUTIQUE | THE MELISSA MYERS GROUP | TANIS FINANCIAL GROUP | MONEY MATTERS WEALTH SOLUTIONS | LENZ4WOMEN | FEMALE FINANCIAL FITNESS | CLARITY FINANCIAL ADVISORS | CITRINE & GOLD | CARNELIAN WEALTH SOLUTIONS, LLC

CRD#: 317291 / SEC#: 801-129886
RIA
Registered Investment Advisory firm - SEC (4/11/2024 Approved)
Alabama
Registered Investment Advisory firm - Alabama (4/29/2024 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (4/30/2024 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (4/30/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/15/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (4/29/2024 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (4/29/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (4/30/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New Jersey
(10/23/2026)
IAR
Tennessee
(10/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Destiny Couter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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