Brian Christopher Orourke
Professional Summary
Brian Christopher Orourke is a registered financial advisor currently at O'ROURKE & COMPANY, INCORPORATED located in Boston, Massachusetts. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Brian has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
BRIAN CHRISTOPHER O'ROURKE | O'ROURKE & COMPANY, INCORPORATED
Contact Information
Main Address
84 State Street Suite 840, Boston, MA 02109Phone Number
(617) 482-4200# of Employees
4SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
738AUM (Assets Under Management)
$555,070,677Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BRIAN CHRISTOPHER O'ROURKE | O'ROURKE & COMPANY, INCORPORATED
State Registrations and Notice Filings
(9/24/2026)
(4/12/2005)
(12/11/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1983About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Christopher Orourke's CRS (Customer Relationship Summary).
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