Daniel Tortola
Boston Research and Management · Manchester, Massachusetts
Daniel Tortola is a fee-only financial advisor at Boston Research and Management in Manchester, Massachusetts, who holds the CFA credential. Boston Research and Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Boston Research and Management |
|---|---|
| Based in | Manchester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $676.2M across 501 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5643293 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bostonrm.com |
How Daniel's firm compares
- Boston Research and Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 501 accounts).
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Questions about Daniel
Is Daniel Tortola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Boston Research and Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Boston Research and Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Tortola based?
Daniel Tortola is based in Manchester, Massachusetts.
What credentials does Daniel Tortola hold?
Daniel Tortola holds the CFA credential.
Is Daniel Tortola registered with the SEC?
Yes. Daniel Tortola is registered as an investment adviser representative in MA (CRD 5643293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boston Research and Management manage?
Boston Research and Management reports $676.2M across 501 accounts in assets under management.
How do I contact Daniel Tortola?
Through Daniel's website, www.bostonrm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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