Unclaimed Profile

Raymond James Stecker

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts

Series 7, Series 63Clean record30 years registeredBOSTON RESEARCH AND MANAGEMENT, INC.

40 BEACH STREET, MANCHESTER, MA 01944-1464CRD# 1305140Firm CRD# 107643

Profile Verification

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

Identity

Raymond James Stecker · MANCHESTER, MA

Registration

CRD #1305140 · BOSTON RESEARCH AND MANAGEMENT, INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON RESEARCH AND MANAGEMENT, INC.

BOSTON RESEARCH AND MANAGEMENT, INC.

May 1996 – Dec 2024

MANCHESTER, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 9, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON RESEARCH AND MANAGEMENT, INC.

CRD 107643 · SEC 801-39603

AUM

$582M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Raymond James Stecker offer?

Raymond James Stecker specializes in Financial Planning, Investment Management, Wealth Management.

What are Raymond James Stecker's credentials?

Raymond James Stecker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Raymond James Stecker located?

Raymond James Stecker is based in MANCHESTER, Massachusetts, last registered with BOSTON RESEARCH AND MANAGEMENT, INC..

How does Raymond James Stecker charge for services?

Raymond James Stecker'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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