Ryan Matthew Stith

Employer firm

Pivot Point Wealth Planning CRD 287623

$30.2M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 02/2017
  Foresters Advisory Services Llc
  Lexington, KY
• 01/2016 → 02/2017
  Foresters Financial Services
  Lexington, KY
• 01/2017 → Present
  Pivot Point Wealth Planning
  Lexington, KY

Previous Registrations

• 2015-09-23 → 2017-03-01
  Foresters Advisory Services, Llc
  Lexington, KY

Exams

• S66 Uniform Combined State Law Examination
  2015-08-26
• S63 Uniform Securities Agent State Law Examination
  2008-05-27

Designations

• Certified Financial Planner