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Paul J. Clifford

INCOME RESEARCH + MANAGEMENT
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 1548005
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Professional summary

Paul John Clifford JR is a registered financial advisor currently at INCOME RESEARCH + MANAGEMENT located in Boston, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Paul has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul John Clifford JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 17, 2005 - Present

INCOME RESEARCH + MANAGEMENT

Office #1: Two International Place Suite 3000, Boston, MA 02110
RIA
CRD#: 104863
BOSTON, MA
Past

November 18, 1986 - August 31, 1988

J.J. KENNY DRAKE, INC.

BD
CRD#: 7118

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IR
INCOME RESEARCH + MANAGEMENT
INCOME RESEARCH & MANAGEMENT | INCOME RESEARCH + MANAGEMENT | INCOME RESEARCH & MANAGEMENT INC

CRD#: 104863 / SEC#: 801-29482

RIA
Registered Investment Advisory firm - (5/1/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/17/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 10/28/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/1986
General Securities Representative Examination

Current Firm

IR
INCOME RESEARCH + MANAGEMENT
INCOME RESEARCH & MANAGEMENT | INCOME RESEARCH + MANAGEMENT | INCOME RESEARCH & MANAGEMENT INC

CRD#: 104863 / SEC#: 801-29482

RIA
Registered Investment Advisory firm - (5/1/1987 Approved)
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Contact information

Main Address
115 Federal Street 22nd Floor, Boston, MA 02110-1884
Mailing Address
Phone number
(617) 330-9333
Established
Firm type
Fiscal year end
# of Employees
204

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IR+M ADV PART 2A (MARCH 2025) (3/24/2025)

Regulatory assets under management

Total Number of Accounts949
AUM (Assets Under Management)$ 108,988,159,964

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INCOME RESEARCH + MANAGEMENT

CRD#: 104863Boston, MA 02110

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