AdvisorOS Directory
Claim Profile
Unclaimed Profile
DT

Daniel Frederick Tortola

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts
Clean recordBOSTON RESEARCH AND MANAGEMENT, INC.
40 BEACH STREET, MANCHESTER, MA 01944-1464CRD# 5643293Firm CRD# 107643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Frederick Tortola · MANCHESTER, MA
Registration
CRD #5643293 · BOSTON RESEARCH AND MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Frederick Tortola is a registered financial advisor based in MANCHESTER, Massachusetts, affiliated with BOSTON RESEARCH AND MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BOSTON RESEARCH AND MANAGEMENT, INC.
BOSTON RESEARCH AND MANAGEMENT, INC.
AUM
$582M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BOSTON RESEARCH AND MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5643293
Firm CRD# 107643
View on FINRA BrokerCheck →

Looking for a financial advisor in MANCHESTER?

Browse all registered financial advisors in MANCHESTER, Massachusetts or claim this profile if it's yours.

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Frederick Tortola offer?
Daniel Frederick Tortola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Daniel Frederick Tortola's credentials?
Daniel Frederick Tortola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Frederick Tortola located?
Daniel Frederick Tortola is based in MANCHESTER, Massachusetts, working with BOSTON RESEARCH AND MANAGEMENT, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Daniel Frederick Tortola charge for services?
Daniel Frederick Tortola's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON RESEARCH AND MANAGEMENT, INC.?
BOSTON RESEARCH AND MANAGEMENT, INC. has approximately 8 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOSTON RESEARCH AND MANAGEMENT, INC.

Benjamin James Muchler
MANCHESTER, MA
Robert Stuart Mckenzie
MANCHESTER, MA
Raymond James Stecker
MANCHESTER, MA

More Advisors in MANCHESTER, Massachusetts

Adam David Seitchik
NEW SUMMIT INVESTMENTS LLC·MANCHESTER, MA
Christopher Mchugh
NEW GENERATION ADVISORS, LLC·MANCHESTER, MA
Darren Leon Beals
NEW GENERATION ADVISORS, LLC·MANCHESTER, MA
Gustavo Nmn Resendiz
NEW GENERATION ADVISORS, LLC·MANCHESTER, MA
Jeremy Distefano
CAPE ANN CAPITAL, INC.·MANCHESTER, MA
Mark Christopher Koontz
NEW GENERATION ADVISORS, LLC·MANCHESTER, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile