Ryan Kirk (CRD# 5687229) is an Investment Advisor Representative working at Newsquare Capital, LLC in Newtown Square, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Lab, LLC | West Conshohocken, PA | Jan 2018 - Current | 6 |
| Newsquare Capital, LLC | Newtown Square, PA | Jan 2010 - Current | 14 |
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Apr 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Newtown, PA | Jan 2015 - Jul 2016 | 1 |
| New England Securities | Newtown Square, PA | Jun 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- PA
-
Total Assets Under Management1,559MILLIONS
-
Total Number of Accounts3,636ACCOUNTS
-
Average Account Value$428,820
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, CT, DE, FL, IL, LA, MA, MD, NC, NE, NJ, NY, OH, PA, SC, TX, VA
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