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Susan Mary Rourke

1620 INVESTMENT ADVISORS, INC.·PLYMOUTH, Massachusetts
Clean record1620 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Mary Rourke 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
View all advisors at 1620 INVESTMENT ADVISORS, INC. →
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# 4618942
Firm CRD# 119262
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Mary Rourke offer?
Susan Mary Rourke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH, Massachusetts for a consultation.
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, working with 1620 INVESTMENT ADVISORS, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
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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Other Advisors at 1620 INVESTMENT ADVISORS, INC.

Michelle Renee Johnston
PLYMOUTH, MA
Todd Adams Johnston
PLYMOUTH, MA

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Research
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