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Ryan Donald Blumthal

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

CRD 7929529

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Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-15
  • FL RA
    APPROVED
    Since 2025-07-15

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevate Financial Planning And Wealth Management Saint Petersburg FL 06/2025 Present
Count5 Sarasota FL 12/2019 11/2023
Jotoro Tampa FL 06/2023 02/2024
University Of South Florida Tampa FL 08/2021 05/2025
Middle And High School Sarasota FL 07/2015 05/2021
  • 06/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 12/2019 → 11/2023
    Count5
    Sarasota, FL
  • 06/2023 → 02/2024
    Jotoro
    Tampa, FL
  • 08/2021 → 05/2025
    University Of South Florida
    Tampa, FL
  • 07/2015 → 05/2021
    Middle And High School
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-16
  • S65 Uniform Investment Adviser Law Examination
    2025-06-16

View on SEC IAPD

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