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Susan Mary Rourke

1620 Investment Advisors, Inc.

Plymouth, MA

CRD 4618942

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Employer firm

1620 Investment Advisors, Inc. CRD 119262

$242M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
1620 Investment Advisors, Inc.

36 Cordage Park Circle Suite 217, Plymouth, MA 02360 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2003-01-06
  • MA RA
    APPROVED
    Since 2003-01-06

Branch Locations

36 Cordage Park Circle Suite 217, Plymouth, MA 02360 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1620 Investment Advisors, Inc. Plymouth MA 09/1999 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

SHP WEALTH MANAGEMENT, LLC
EDWARD JONES
INTEGRATED WEALTH CONCEPTS LLC

Nearby Investors

NATALIA C. Manning
MARCI PORTER LUCIER
Owen Michael Imparato

Nearby Offices

SHP WEALTH MANAGEMENT, LLC · PLYMOUTH, MA
EDWARD JONES · PLYMOUTH, MA
INTEGRATED WEALTH CONCEPTS LLC · PLYMOUTH, MA

More in Plymouth, MA

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