AdFi
BJ

Benjamin James Muchler

Investment Adviser Representative at Boston Research AND Management, Inc.

Manchester, MACRD #3095504Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin James Muchler is an investment adviser representative with Boston Research and Management, Inc. in Manchester, MA, where they have been registered since 2006, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts and Texas.

Office

40 Beach Street, Suite 200
Manchester, MA 01944-1464

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/27/1998
Series 7
General Securities Representative Examination
Passed 8/7/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Boston Research AND Management, Inc.Current
11/15/2006 – Manchester, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Boston Research and Management, Inc.
    Dec 2014 – Dec 2024Manchester, MA
  2. Boston Research and Management, Inc.
    Dec 2024 – no end date reportedManchester, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Boston Research AND Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • $1,000,000 to $4,999,9991.00%
  • $5,000,000 to $9,999,9990.85%
  • $10,000,000 to $24,999,9990.75%
  • $25,000,000 to $49,999,9990.60%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive wealth management services including investment management (equities, fixed income, and alternative assets), financial planning, holistic wealth management, and tax and estate planning. The firm builds and manages tailored portfolios using proprietary research and analysis, without outsourcing investment work.

Investment Management
Firm areas of expertise
Fee-only FiduciaryWealth ManagementInvestment ManagementEquity ResearchFixed IncomeAlternative AssetsFinancial PlanningTax PlanningEstate PlanningMacroeconomic ForecastingPortfolio Management+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Manchester, MA
Founded:
1991
SEC file number:
801-39603

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 25, 2026

View full firm profile

Other advisors at Boston Research AND Management, Inc.

5 other advisors in the directory

View Boston Research AND Management, Inc. firm profile

Similar advisors in Manchester, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin James Muchler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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