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1620 Investment Advisors, Inc. CRD 119262
$242M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
36 Cordage Park Circle Suite 217, Plymouth, MA 02360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-21 |
| MA | RA | APPROVED | 2015-11-18 |
Branch Locations
36 Cordage Park Circle Suite 217, Plymouth, MA 02360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | Plymouth | MA | 03/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-29 |
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