Unclaimed Profile

Robert Stuart Mckenzie

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts

Series 7, Series 65, Series 66Clean record24 years registeredBOSTON RESEARCH AND MANAGEMENT, INC.

40 BEACH STREET, MANCHESTER, MA 01944-1464CRD# 4393552Firm CRD# 107643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Stuart Mckenzie · MANCHESTER, MA

Registration

CRD #4393552 · BOSTON RESEARCH AND MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

BOSTON RESEARCH AND MANAGEMENT, INC.

Mar 2013 – present

WELLS FARGO ADVISORS, LLC

Aug 2012 – Aug 2012

BOSTON, MA

CALIBRE ADVISORY SERVICES INC.

Jan 2005 – Oct 2010

WALTHAM, MA

TANAGER FINANCIAL SERVICES INC

Jun 2002 – Dec 2004

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · June 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON RESEARCH AND MANAGEMENT, INC.

CRD 107643 · SEC 801-39603

AUM

$582M

Regulatory assets under management

Employees

478 client accounts

Services offered by BOSTON RESEARCH AND MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON RESEARCH AND MANAGEMENT, INC. →

Introduction

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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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