Ryan P. Kirlin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ryan Patrick Kirlin, who also goes by Ryan P Kirlin, Ryan Kirlin, was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2013. Ryan had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 2, 2017 - April 17, 2024
ALPHA ARCHITECT
December 21, 2015 - February 28, 2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
November 13, 2013 - December 16, 2015
FORESIDE FUND SERVICES, LLC
Primary Firm SEC Registration
ALPHA ARCHITECT
CRD#: 153905 / SEC#: 801-71697
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ALPHA ARCHITECT
CRD#: 153905 / SEC#: 801-71697
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 7,274,779,825 |
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.
