Ryan L Kirk

Employer firm

The Investment Lab, LLC CRD 292852

$70.0K regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• LICENSES INVESTMENT MODEL PORTFOLIOS TO OUTSIDE ADVISOR FIRMS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 03/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 04/2017
  Mml Investors Services, Llc
  Newtown Square, PA
• 01/2018 → Present
  The Investment Lab, Llc
  West Conshohocken, PA
• 01/2010 → Present
  Newsquare Capital, Llc
  Newtown Square, PA

Previous Registrations

• 2017-03-25 → 2017-04-20
  Mml Investors Services, Llc
  Newtown Square, PA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2009-08-13 → 2015-01-02
  New England Securities
  Newtown Square, PA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2009-07-31

Designations

• Chartered Financial Analyst