Ryan L. Kirk

NEWSQUARE CAPITAL

Newtown Square, PA 19073-3229

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CRD#: 5687229

Professional summary

Ryan L Kirk is a registered financial advisor currently at NEWSQUARE CAPITAL, LLC located in Newtown Square, Pennsylvania and THE INVESTMENT LAB, LLC located in Fort Washington, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Investment Advisor Rep and Portfolio Manager - NewSquare Capital, LLC - from business address - 40 sec hours 0 non sec hours - since 3/2010 Investment Advisor Rep and Research Analyst - The Investment Lab - 20 hours per week since Jan 2018

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan L Kirk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 15, 2016 - Present

NEWSQUARE CAPITAL, LLC

Office #1: 16 Campus Boulevard Suite 100, Newtown Square, PA 19073-3229

RIA

CRD#: 152430

Newtown Square, PA

Current

June 6, 2018 - Present

THE INVESTMENT LAB, LLC

RIA

CRD#: 292852

Fort Washington, PA

Past

March 25, 2017 - April 20, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEWTOWN SQUARE, PA

Past

March 25, 2017 - April 20, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEWTOWN SQUARE, PA

Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

NEWTOWN SQUARE, PA

Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEWTOWN SQUARE, PA

Past

August 13, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NEWTOWN SQUARE, PA

Past

July 16, 2009 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

NEWTOWN SQUARE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2009

General Securities Representative Examination

Current Firm

NEWSQUARE CAPITAL, LLC

CFG ASSET MANAGEMENT LLC | NEWSQUARE CAPITAL, LLC

CRD#: 152430 / SEC#: 801-70908

RIA

Registered Investment Advisory firm - (1/11/2010 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(610) 325-6117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NEWSQUARE WRAP BROCHURE (3/28/2025)

NEWSQUARE ADV 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,752
AUM (Assets Under Management)	$ 1,930,754,665

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ryan L. Kirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan L Kirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE INVESTMENT LAB, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

NEWSQUARE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2009

SIE

Date: 4/20/2017

Series 7

Date: 7/15/2009

Current Firm

NEWSQUARE CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWSQUARE CAPITAL, LLC

TRUST BUT VERIFY

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