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RIA / WealthAdvisorCertified Financial Planner17 years in industry

TIMOTHY ROBERT COUTURE

Advisor at COMPOUND PLANNING, INC.

NEW YORK, NY | Norwood, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e725b97b-7562-bb08-c901-c8f04253d412

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jun 15, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPOUND PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 12, 2011
First registration: Jun 15, 2011
Dual registered: no
Other names: Tim Couture
IAPD individual key: 5826478

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMPOUND PLANNING, INC.	Independent wealth	Oct 21, 2025	n/a	yes	Norwood, MA\|NEW YORK, NY	Current employment
SVB WEALTH	Independent wealth	Jan 18, 2024	Oct 16, 2025	no	Boston, MA	Previous registration
FIRST CITIZENS ASSET MANAGEMENT, INC	Bd affiliated wealth	Jan 18, 2024	Oct 16, 2025	no	Boston, MA	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Jan 18, 2024	Oct 16, 2025	no	CHARLOTTE, NC\|Boston, MA	Previous registration
SVB INVESTMENT SERVICES INC.	Former SEC adviser	May 28, 2019	Jul 29, 2022	no	Newton, MA\|SAN FRANCISCO, CA\|Newton, MA	Previous registration
GOODMAN ADVISORY GROUP, LLC	Independent wealth	Feb 22, 2017	Mar 26, 2019	no	NEEDHAM, MA	Previous registration
WASHINGTON TRUST ADVISORS	Independent wealth	Jun 15, 2011	Feb 14, 2017	no	WELLESLEY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST CITIZENS ASSET MANAGEMENT, INC	COMPOUND PLANNING, INC.	Oct 16, 2025	Oct 21, 2025	5	Firm change	RIA to RIA
SVB WEALTH	FIRST CITIZENS INVESTOR SERVICES, INC.	Oct 16, 2025	Jan 18, 2024	-637	Firm change after gap	RIA to ibd
FIRST CITIZENS INVESTOR SERVICES, INC.	FIRST CITIZENS ASSET MANAGEMENT, INC	Oct 16, 2025	Jan 18, 2024	-637	Firm change after gap	Ibd to RIA
SVB INVESTMENT SERVICES INC.	SVB WEALTH	Jul 29, 2022	Jan 18, 2024	538	Bulk transfer	Ibd to ibd
GOODMAN ADVISORY GROUP, LLC	SVB INVESTMENT SERVICES INC.	Mar 26, 2019	May 28, 2019	63	Firm change	RIA to RIA
WASHINGTON TRUST ADVISORS	GOODMAN ADVISORY GROUP, LLC	Feb 14, 2017	Feb 22, 2017	8	Firm change	Other

Relationships

Registered with (7)

→ COMPOUND PLANNING, INC.Registered adviserregistration: current employment
Oct 21, 2025 to presentfactForm ADV
→ FIRST CITIZENS ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Jan 18, 2024 to Oct 16, 2025factForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Jan 18, 2024 to Oct 16, 2025factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 18, 2024 to Oct 16, 2025factForm ADV
→ SVB INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
May 28, 2019 to Jul 29, 2022factForm ADV
→ GOODMAN ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Feb 22, 2017 to Mar 26, 2019factForm ADV
→ WASHINGTON TRUST ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2011 to Feb 14, 2017factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
Timothy Robert Couture left First Citizens Investor Services, Inc. for Compound Planning, Inc. (registered 2025-10-21)
Form ADVobserved 4 days ago
Occurred
Oct 16, 2025
Advisor changed firm
Timothy Robert Couture left First Citizens Asset Management, Inc for First Citizens Investor Services, Inc. (registered 2024-01-18)
Form ADVobserved 4 days ago
Occurred
Oct 16, 2025
Advisor changed firm
Timothy Robert Couture left Svb Wealth for First Citizens Asset Management, Inc (registered 2024-01-18)
Form ADVobserved 4 days ago