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Daniel Frederick Tortola

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts
Clean record15 years registeredBOSTON 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. · 15 years registered
Brand Profile
Not yet started
01

Career History

BOSTON RESEARCH AND MANAGEMENT, INC.
Jun 2011 – present
02

Registrations & Exams

Registration record
First registered · June 24, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOSTON RESEARCH AND MANAGEMENT, INC.
CRD 107643 · SEC 801-39603
AUM
$582M
Regulatory assets under management
Employees
8
478 client accounts
Services offered by BOSTON RESEARCH AND MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOSTON RESEARCH AND MANAGEMENT, INC. →
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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.
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Other Advisors at BOSTON RESEARCH AND MANAGEMENT, INC.

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

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