Benjamin
Muchler

Boston Research And Management, Inc

CRD#3095504
Investment Advisor
in Manchester, MA

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About this Advisor

Benjamin Muchler is a financial advisor based in Manchester, Massachusetts, working with Boston Research And Management, Inc. Benjamin has previously held a position at Boston Research And Management, Inc. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Benjamin is part of Boston Research And Management, Inc, which operates out of Manchester, Massachusetts. The firm has 8 employees and manages assets totaling $582.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Boston Research And Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

40 Beach Street Suite 200
Manchester, MA 01944-1464

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Boston Research And Management, Inc Brokerage Details

Total Assets Under Management

$582,073,860

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

478

MA Average: 4,567
Average Account Size

$1,217,728

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Benjamin Muchler Work History

2014 - Present (11 years)

Boston Research And Management, Inc

2011 - 2014 (3 years)

Boston Research And Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Benjamin Muchler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boston Research And Management, Inc

Robert Mckenzie
Manchester, MA
Leslie Kernan
Manchester, MA
Benjamin Muchler
Manchester, MA
Daniel Tortola
Manchester, MA
Charles Babin
Manchester, MA
Raymond Stecker
Manchester, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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