Unclaimed Profile

Ryan L Kirk

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania

SIE, Series 7, Series 66CFAClean record17 years registeredNEWSQUARE CAPITAL, LLC

16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 5687229Firm CRD# 152430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan L Kirk · NEWTOWN SQUARE, PA

Registration

CRD #5687229 · NEWSQUARE CAPITAL, LLC · 17 years registered

Brand Profile

Not yet started

Career History

THE INVESTMENT LAB, LLC

Jun 2018 – present

NEWSQUARE CAPITAL, LLC

Feb 2016 – present

MML INVESTORS SERVICES, LLC

Mar 2017 – Apr 2017

NEWTOWN SQUARE, PA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

NEWTOWN SQUARE, PA

NEW ENGLAND SECURITIES CORPORATION

Aug 2009 – Jan 2015

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 13, 2009

Years registered · 17

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWSQUARE CAPITAL, LLC

CRD 152430 · SEC 801-70908

AUM

$1.6B

Regulatory assets under management

Employees

3,636 client accounts

Services offered by NEWSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan L Kirk offer?

Ryan L Kirk specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Ryan L Kirk's credentials?

Ryan L Kirk holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan L Kirk located?

Ryan L Kirk is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Ryan L Kirk charge for services?

Ryan L Kirk's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWSQUARE CAPITAL, LLC?

NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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