Todd Johnston has been President/Chief Compliance Officer of 1620 Investment Advisors since March 1999, is a control person of the firm and directly owns between 50% and 75% of it. Todd Johnston holds a Master of Science in Finance from Boston College and a Degree in Industrial Economics from Union College.
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.
Todd Johnston is President and Portfolio Manager of 1620 Investment Advisors, Inc., based in Plymouth, Massachusetts. Before founding the firm, he worked for Invesco for twelve years in its Boston office, where his duties included assistant to Portfolio Manager, assistant to the Director of Research, Research Analyst, and Portfolio Manager. His investment experience has centered on quantitative modeling, fundamental analysis, and portfolio management for small, medium and large capitalization securities, as well as real estate securities.
- – present · 10 yearsPlymouth, MA · Adviser representative · Firm CRD 119262
Investment adviser representative registrations
Todd Johnston is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2015; the most recent is Texas, in November 2019.
- MassachusettsSince 18 November 2015
- TexasResidentSince 21 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 November 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 September 1995 |
| Series 7 | General Securities Representative Examination | 28 February 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Adams Johnston
- CRD
- 1542559
- Firm
- 1620 Investment Advisors · CRD 119262
- Role
- President/Chief Compliance Officer
- Office
- 36 Cordage Park Circle, Suite 217, Plymouth, MA 02360
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 1620ia.com
Where does Todd Johnston work?
Todd Johnston has been President/Chief Compliance Officer of 1620 Investment Advisors, Inc. since March 1999, and is a control person of the firm.
Is Todd Johnston a financial advisor?
Yes. Todd Johnston has a current investment-adviser registration in Massachusetts and Texas, through 1620 Investment Advisors since November 2015.
How many years of experience does Todd Johnston have?
Todd Johnston has 24 years in the financial industry, since October 2002, across 1 adviser firm.
What exams has Todd Johnston passed?
Todd Johnston has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 1995.
Where is Todd Johnston based?
Todd Johnston’s registered office is in Plymouth, MA.
Is Todd Johnston registered with FINRA?
No. Todd Johnston has no current broker registration.
How can I verify Todd Johnston’s record?
Search CRD 1542559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Johnston’s full registration record.