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Ryan Joseph Langan

CFP®
YOUR PATH FI
WEST CHESTER, PA
·CRD# 6650431·10 years experience

Professional Summary

Ryan Joseph Langan, CFP®, who also goes by Ryan J Langan, Ryan Langan, is a registered financial advisor currently at YOUR PATH FI located in West Chester, Pennsylvania. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan J Langan, Ryan Langan

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

10 years in the financial services industry

Current & Past Employments

YOUR PATH FI·CRD# 326564
RIA
West Chester, PA
June 27, 2023 - Present
SMARTPATH ADVISORS·CRD# 304563
RIA
Clifton Heights, PA
April 5, 2024 - May 29, 2024
NECTARINE·CRD# 327155
RIA
Clifton Heights, PA
April 3, 2024 - April 14, 2025
ORIGIN INVESTMENT ADVISORY LLC·CRD# 305353
RIA
Clifton Heights, PA
June 24, 2022 - August 7, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
King Of Prussia, PA
January 29, 2021 - June 22, 2022
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
King Of Prussia, PA
January 1, 2021 - June 17, 2022
RADNOR FINANCIAL ADVISORS, LLC·CRD# 282753
RIA
Wayne, PA
February 2, 2018 - November 13, 2020
MYCIO WEALTH PARTNERS, LLC·CRD# 134436
RIA
Philadelphia, PA
February 23, 2017 - October 11, 2017
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Doylestown, PA
August 8, 2016 - January 17, 2017

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Current Firm

YP
YOUR PATH FI

YOUR PATH FI | YOUR PATH FI, LLC

CRD#: 326564
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/27/2023 Approved)

Contact Information

Main Address

West Chester, PA

Phone Number

(484) 207-0353

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

47

AUM (Assets Under Management)

$27,189,749

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Your Path Fi, LLC Yes the business is investment related 1118 Basin Rd West Chester PA 19382 Fee-only registered investment adviser April 2023 160 hours per month 110 hours during trading hours Founder, Financial Planner, and CCO of Your Path Fi LLC

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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.
IAR
Pennsylvania
(6/27/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2021About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2016About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Langan's CRS (Customer Relationship Summary).

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