Ryan J. Langan

YOUR PATH FI

Clifton Heights, PA

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CRD#: 6650431

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 Clifton Heights, 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan J Langan | Ryan Langan

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Langan's 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®

CFP^®

CRD#: 7784

KING OF PRUSSIA, PA

Past

February 2, 2018 - November 13, 2020

RADNOR FINANCIAL ADVISORS, LLC

RIA

CRD#: 282753

WAYNE, PA

Past

February 23, 2017 - October 11, 2017

MYCIO WEALTH PARTNERS, LLC

RIA

CRD#: 134436

PHILADELPHIA, PA

Past

August 8, 2016 - January 17, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

DOYLESTOWN, PA

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
(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

State Security Law Exam

Series 63

Date: 1/26/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/14/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/29/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2016

General Securities Representative Examination

Current Firm

YOUR PATH FI

YOUR PATH FI | YOUR PATH FI, LLC

CRD#: 326564 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/27/2023 Approved)

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Contact information

Main Address

West Chester, PA

Mailing Address

Phone number

(484) 207-0353

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 J. Langan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SMARTPATH ADVISORS

NECTARINE

ORIGIN INVESTMENT ADVISORY LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

RADNOR FINANCIAL ADVISORS, LLC

MYCIO WEALTH PARTNERS, LLC

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/2021

Series 66

Date: 9/14/2016

Series 7TO

Date: 12/29/2020

SIE

Date: 1/17/2017

Series 7

Date: 8/8/2016

Current Firm

YOUR PATH FI

Contact information

Documents

Red Flags

Company Information

YOUR PATH FI

TRUST BUT VERIFY

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