Unclaimed Profile

Susan Mary Rourke

1620 INVESTMENT ADVISORS, INC.·PLYMOUTH, Massachusetts

Clean record23 years registered1620 INVESTMENT ADVISORS, INC.

36 CORDAGE PARK CIRCLE, PLYMOUTH, MA 02360CRD# 4618942Firm CRD# 119262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Mary Rourke · PLYMOUTH, MA

Registration

CRD #4618942 · 1620 INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1620 INVESTMENT ADVISORS, INC.

1620 INVESTMENT ADVISORS, INC.

Aug 2002 – Jun 2026

PLYMOUTH, MA

Registrations & Exams

Registration record

First registered · August 28, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1620 INVESTMENT ADVISORS, INC.

CRD 119262 · SEC 801-63977

AUM

$181M

Regulatory assets under management

Employees

530 client accounts

Services offered by 1620 INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 1620 INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Susan Mary Rourke offer?

Susan Mary Rourke specializes in Financial Planning, Investment Management, Wealth Management.

What are Susan Mary Rourke's credentials?

Susan Mary Rourke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Mary Rourke located?

Susan Mary Rourke is based in PLYMOUTH, Massachusetts, last registered with 1620 INVESTMENT ADVISORS, INC..

How does Susan Mary Rourke charge for services?

Susan Mary Rourke'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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