Ryan
Kirk
Newsquare Capital, LLC
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About this Advisor
Ryan Kirk is a financial advisor based in Newtown Square, Pennsylvania, working with Newsquare Capital, LLC. Ryan has previously held positions at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, The Investment Lab, LLC, and Newsquare Capital, LLC. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ryan is part of Newsquare Capital, LLC, which operates out of Newtown Square, Pennsylvania. The firm has 17 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Newsquare Capital, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Newsquare Capital, LLC Brokerage Details
$1,559,189,717
17
3,636
$428,820
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Ryan Kirk Work History
The Investment Lab, LLC
Newsquare Capital, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
Disclosures
Please visit the SEC profile of Ryan Kirk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newsquare Capital, LLC
Newtown Square, PA
Newtown Square, PA
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