Ryan Kirk is a CFA-designated registered investment advisor at The Investment Lab, LLC, based in Newtown Square, PA, with 16 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee Estimator
Location
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229
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Regulatory History
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.
Learn about disclosures →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
Newsquare Capital, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.