RK
CFA

Ryan L Kirk

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$70K

Fee Structure

Financial Planning:Investment management only

There is no fee information in this brochure supplement. This document supplements the main brochure.

Areas of Practice
Investment Management
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Advisor Information

Office location

16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan works as an Investment Advisor Rep and Portfolio Manager at NewSquare Capital, LLC, and as an Investment Advisor Rep and Research Analyst at The Investment Lab, dedicating full-time hours to the latter since 2018.

Employment History
Current Registrations
The Investment Lab, LLC
June 2018 - Present · 7 yrs 7 mos
Newsquare Capital, LLC
February 2016 - Present · 9 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - April 2017 · 1 mo
MML Investors Services, LLC Broker
March 2017 - April 2017 · 1 mo
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
August 2009 - January 2015 · 5 yrs 5 mos
New England SecuritiesBroker
July 2009 - January 2015 · 5 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.