Michael Brian O'ROurke

Employer firm

Hunter Street Investment Advisors LLC CRD 145334

$166M regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 3RD PARTY TAX PREPARATION

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

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

Current Employers

Employment History

• 07/2012 → 11/2017
  Kinghts Of Columbus
  New Haven, CT
• 11/2017 → Present
  New York Life Insurance Co.
  Raleigh, NC
• 06/2019 → Present
  Nylife Securities Llc
  Raleigh, NC
• 09/2021 → Present
  Hunter Street Investment Advisors Llc
  Apex, NC

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;4140 Parklake Ave, GlenLake One, Suite 450, Raleigh, NC 27612;01/2018;1 hour per month;1 hour during trading hours][ Estate Executor;11/2017;Volunteer;8 hours per month; 1 hour during trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-30
• S63 Uniform Securities Agent State Law Examination
  2019-10-25

Other Names

• Michael Brian Orourke