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Michelle Renee Johnston

1620 INVESTMENT ADVISORS, INC.·PLYMOUTH, Massachusetts
Clean record1620 INVESTMENT ADVISORS, INC.
36 CORDAGE PARK CIRCLE, PLYMOUTH, MA 02360CRD# 1957139Firm CRD# 119262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Renee Johnston · PLYMOUTH, MA
Registration
CRD #1957139 · 1620 INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Renee Johnston is a registered financial advisor based in PLYMOUTH, Massachusetts, affiliated with 1620 INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
1620 INVESTMENT ADVISORS, INC.
1620 INVESTMENT ADVISORS, INC.
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1957139
Firm CRD# 119262
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Renee Johnston offer?
Michelle Renee Johnston specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Massachusetts for a consultation.
What are Michelle Renee Johnston's credentials?
Michelle Renee Johnston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Renee Johnston located?
Michelle Renee Johnston is based in PLYMOUTH, Massachusetts, working with 1620 INVESTMENT ADVISORS, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Michelle Renee Johnston charge for services?
Michelle Renee Johnston's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1620 INVESTMENT ADVISORS, INC.?
1620 INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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