Boston Research And Management, Inc.
Boston Research And Management, Inc. (CRD# 107643) is a financial advisory firm headquartered in Manchester-by-the-Sea, MA. They manage $319,765,842 in 400 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management320MILLION
Total Number of Accounts400ACCOUNTS
Average Account Value$799,415
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH
Benjamin Muchler (CRD# 3095504) joined Boston Research and Management in 2006. His primary responsibilities include Portfolio Management, Financial Planning, and developing alternative strategies. Ben is also instrumental in the day to day operations of the firm and serves as a direct contact for many of our clients.
Ben obtained degrees in both Finance and Economics from the Sigmund Weis School of Business at Susquehanna University in his home state of Pennsylvania. He also earned a Certificate in Financial Planning from Merrimack University. Ben holds the Certified Financial Planner (CFP®) designation, which he earned in 2003. He is an active member of the Massachusetts chapter of the Financial Planning Association (FPA) and serves on their Board of Directors and as Advocacy Chairman (formally Government Relations). Through this role, he has met with multiple members of the Senate and Congress in Washington to promote increased transparency and protections for investors.
Frequently consulted by the media, Ben has most recently been quoted by NBC News, AARP, The Boston Globe, Financial Advisor Magazine, Bankrate.com Dow Jones Newswire and Kiplinger's. Ben also serves as a subject matter expert for Certified Financial Planner Board of Standards (CFP Board), contributing to the development of examination questions for the CFP® Certification Examination.
Prior to joining BRM, Ben was a partner at an advisory firm in Wellesley, MA for six years. Before that he operated his own practice for three years. Ben brings with him a deep understanding of financial planning, specifically retirement income and estate planning strategies, as well as advanced tax reduction and investment strategies.
Ben lives in Georgetown with his wife and two Australian cattle dogs. He enjoys golf, skiing and guitar. He is also an accomplished woodworker and photographer.
Charles Babin (CRD# 9509) is an Investment Advisor Representative working at Boston Research And Management, Inc. in Manchester-by-the-Sea, MA and has over 26 years of experience in the finance industry.
Robert McKenzie (CRD# 4393552) is an Investment Advisor Representative working at Boston Research And Management, Inc. in Manchester-by-the-Sea, MA and has over 15 years of experience in the finance industry.
Raymond Stecker (CRD# 1305140) is an Investment Advisor Representative working at Boston Research And Management, Inc. in Manchester-by-the-Sea, MA and has over 33 years of experience in the finance industry.
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.