Daniel Frederick Tortola
Investment adviser representative at Boston Research and Management, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$676.2MFirm assets
Are you Daniel Frederick Tortola? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Boston Research and Management, Inc.Jun 2011 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Boston Research and Management, Inc.
$676.2MAssets managed
124Clients
6Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5643293
- Firm CRD
- 107643