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Chief Investment Officer · Boston Research and Management, Inc.

Daniel F. Tortola

CRD 5643293 · Named on Form ADV at one SEC-registered adviser

At a glance

Boston Research and Management, Inc., an SEC-registered wealth manager based in Manchester, MA with $676 million in regulatory assets, lists Daniel F. Tortola on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

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Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.