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Benjamin James Muchler

Boston Research And Management, Inc.

Manchester, MA

CRD 3095504

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Employer firm

Boston Research And Management, Inc. CRD 107643

$676M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE

From the firm’s Form ADV. Read the guides:

Current Employers
Boston Research And Management, Inc.

40 Beach Street Suite 200, Manchester, MA 01944-1464 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-22
MA RA APPROVED 2006-11-15
  • TX RA
    APPROVED
    Since 2021-12-22
  • MA RA
    APPROVED
    Since 2006-11-15

Branch Locations

40 Beach Street Suite 200, Manchester, MA 01944-1464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Research And Management, Inc. Manchester MA 12/2014 12/2024
Boston Research And Management, Inc. Manchester MA 12/2024 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-27
  • S63 Uniform Securities Agent State Law Examination
    1998-08-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK · Manchester, MA
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