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Robert Stuart Mckenzie

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts
Unclaimed Profile
40 BEACH STREET, MANCHESTER, MA 01944-1464CRD# 4393552Firm CRD# 107643
01

About

Robert Stuart Mckenzie is a registered financial advisor based in MANCHESTER, Massachusetts, affiliated with BOSTON RESEARCH AND MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOSTON RESEARCH AND MANAGEMENT, INC.
BOSTON RESEARCH AND MANAGEMENT, INC.
AUM
$582M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BOSTON RESEARCH AND MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4393552
Firm CRD# 107643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Stuart Mckenzie offer?
Robert Stuart Mckenzie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Robert Stuart Mckenzie's credentials?
Robert Stuart Mckenzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Stuart Mckenzie located?
Robert Stuart Mckenzie is based in MANCHESTER, Massachusetts, working with BOSTON RESEARCH AND MANAGEMENT, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Robert Stuart Mckenzie charge for services?
Robert Stuart Mckenzie's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON RESEARCH AND MANAGEMENT, INC.?
BOSTON RESEARCH AND MANAGEMENT, INC. has approximately 8 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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