Ryan L Kirk
Advisor at The Investment Lab, LLC — Fort Washington, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 66
Experience Industry experience
17 years
Location
Fort Washington, PA
Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.
Based on The Investment Lab, LLC
Based on The Investment Lab, LLC
1.75% per annum (175 basis points) for Investment Management clients; 0.50% per annum (50 basis points) for model portfolio licensing to NSC
Fort Washington, PA
Fort Washington PA
Advisors at this office
2
Pennsylvania
17 years of industry experience
The Investment Lab, LLC
2018 - Present • 8 years
West Conshohocken, PA
Mass Mutual Investors Services
2017 - 2017 • 1 year
Newtown Square, PA
Massachusetts Mutual Life Insurance Company
2016 - 2017 • 1 year
Springfield, MA
NewSquare Capital, LLC
2010 - Present • 16 years
Newtown Square, PA
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