Susan Rourke has been Portfolio Manager/Analyst of 1620 Investment Advisors since May 2003, is not listed as a control person, but directly owns between 5% and 10% of the firm.
1620 Investment Advisors, Inc. is a Plymouth, MA firm with $242M under management, 242 clients and 3 advisers in one office, as of its June 2026 filing.
Examinations
No examinations are on Susan Rourke’s record.
- Full name
- Susan Mary Rourke
- CRD
- 4618942
- Firm
- 1620 Investment Advisors · CRD 119262
- Role
- Portfolio Manager/Analyst
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Rourke work?
Susan Rourke has been Portfolio Manager/Analyst of 1620 Investment Advisors, Inc. since May 2003.
Does Susan Rourke have a current investment-adviser registration?
Susan Rourke has no current investment-adviser or broker registration.
Where was Susan Rourke previously registered as an investment adviser?
Susan Rourke has past investment-adviser registrations through 1620 Investment Advisors, Inc., August 2002 to June 2026, across 1 firm.
Is Susan Rourke registered with FINRA?
No. Susan Rourke has no current broker registration.
How can I verify Susan Rourke’s record?
Search CRD 4618942 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Rourke’s full registration record.
