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Portfolio Manager/analyst · 1620 Investment Advisors, Inc.

Susan M. Rourke

CRD 4618942 · Named on Form ADV at one SEC-registered adviser

At a glance

1620 Investment Advisors, Inc., an SEC-registered wealth manager based in Plymouth, MA with $242 million in regulatory assets, lists Susan M. Rourke on its Form ADV as Portfolio Manager/analyst.

Firms and roles

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Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.