MO
Michael B. O'rourke
HUNTER STREET INVESTMENT ADVISORS LLC
Apex, NC 27502
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CRD#: 6890065
MO
Professional summary
Michael Brian O'rourke, who also goes by Michael Brian Orourke, is a registered financial advisor currently at HUNTER STREET INVESTMENT ADVISORS LLC located in Apex, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Brian Orourke
Other business activities
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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;4140 Parklake Ave, GlenLake One, Suite 450, Raleigh, NC 27612;01/2018;1 hour per month;1 hour during trading hours][ Estate Executor;11/2017;Volunteer;8 hours per month; 1 hour during trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brian O'rourke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 1, 2021 - Present
HUNTER STREET INVESTMENT ADVISORS LLC
Office #1: 56 Hunter Street Suite 210, Apex, NC 27502RIA
CRD#: 145334
Apex, NC
Past
September 10, 2019 - August 30, 2021
NYLIFE SECURITIES LLC
BD
CRD#: 5167
APEX, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HS
HUNTER STREET INVESTMENT ADVISORS LLC
COMMAND CAPITAL MANAGEMENT | MALFEO JOSEPH ANTHONY | HUNTER STREET INVESTMENT ADVISORS LLC | COMMAND CAPITAL MANAGEMENT LLC. | COMMAND CAPITAL MANAGEMENT LLC | COMMAND CAPITAL MANAGEMENT L.L.C.
CRD#: 145334 / SEC#: 801-131679
RIA
Registered Investment Advisory firm - (2/5/2025 Approved)Illinois
Registered Investment Advisory firm - (4/15/2025 Terminated)New York
Registered Investment Advisory firm - (2/6/2025 Terminated)North Carolina
Registered Investment Advisory firm - (2/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(9/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/10/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
HS
HUNTER STREET INVESTMENT ADVISORS LLC
COMMAND CAPITAL MANAGEMENT | MALFEO JOSEPH ANTHONY | HUNTER STREET INVESTMENT ADVISORS LLC | COMMAND CAPITAL MANAGEMENT LLC. | COMMAND CAPITAL MANAGEMENT LLC | COMMAND CAPITAL MANAGEMENT L.L.C.
CRD#: 145334 / SEC#: 801-131679
RIA
Registered Investment Advisory firm - (2/5/2025 Approved)Illinois
Registered Investment Advisory firm - (4/15/2025 Terminated)New York
Registered Investment Advisory firm - (2/6/2025 Terminated)North Carolina
Registered Investment Advisory firm - (2/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
56 Hunter Street Suite 210, Apex, NC 27502
Mailing Address
Phone number
(919) 589-4040
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 675 |
| AUM (Assets Under Management) | $ 133,614,755 |
Red Flags
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Company Information
HUNTER STREET INVESTMENT ADVISORS LLC
CRD#: 145334Apex, NC 27502TRUST BUT VERIFY
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