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Daniel Tortola, financial advisor Manchester-by-the-Sea MA

Daniel Tortola

CRD Number: 5643293
Current Firm: Boston Research And Management, Inc.

Daniel Tortola (CRD# 5643293) is an Investment Advisor Representative working at Boston Research And Management, Inc. in Manchester-by-the-Sea, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Boston Research And Management Manchester, MA Dec 2014 - Current 9
Boston Research And Management Manchester, MA Jan 2011 - Dec 2014 3

Daniel Tortola has no recent exams reported.
Contact Info for Daniel F. Tortola
40 Beach Street, Suite 200, Manchester-by-the-Sea, MA 01944
Phone Number: (978) 526-9700
Firm Website: https://www.bostonrm.com/
Registered State(s):
  • MA
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Current Firm Details
Boston Research And Management, Inc.
Firm's CRD Number: 107643
40 Beach Street, Suite 200, Manchester-by-the-Sea, MA 01944
By the Numbers
  • Total Assets Under Management
    582
    MILLIONS
  • Total Number of Accounts
    478
    ACCOUNTS
  • Average Account Value
    $1,217,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, LA, MA, ME, NH, TX

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