Unclaimed Profile

Brett Jason Walrath

BOSTON ASSET MANAGEMENT, INC.·CLEARWATER, Florida

Series 7, Series 24, Series 63, Series 65Clean record19 years registeredBOSTON ASSET MANAGEMENT, INC.

12707 49TH STREET N, CLEARWATER, FL 33762CRD# 1878150Firm CRD# 112768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Jason Walrath · CLEARWATER, FL

Registration

CRD #1878150 · BOSTON ASSET MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON ASSET MANAGEMENT, INC.

BOSTON ASSET MANAGEMENT, INC.

Oct 2006 – Mar 2025

CLEARWATER, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 23, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON ASSET MANAGEMENT, INC.

CRD 112768 · SEC 801-123584

AUM

$104M

Regulatory assets under management

Employees

466 client accounts

Services offered by BOSTON ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BOSTON ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Brett Jason Walrath offer?

Brett Jason Walrath specializes in Investment Management, Fee-Only Advisory.

What are Brett Jason Walrath's credentials?

Brett Jason Walrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Jason Walrath located?

Brett Jason Walrath is based in CLEARWATER, Florida, last registered with BOSTON ASSET MANAGEMENT, INC..

How does Brett Jason Walrath charge for services?

Brett Jason Walrath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON ASSET MANAGEMENT, INC.?

BOSTON ASSET MANAGEMENT, INC. has approximately 4 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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