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Robert Stuart Mckenzie

Boston Research And Management, Inc.

Manchester, MA

CRD 4393552

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Employer firm

Boston Research And Management, Inc. CRD 107643

$676M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE

From the firm’s Form ADV. Read the guides:

Current Employers
Boston Research And Management, Inc.

40 Beach Street Suite 200, Manchester, MA 01944-1464 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-03-06
  • MA RA
    APPROVED
    Since 2013-03-06

Branch Locations

40 Beach Street Suite 200, Manchester, MA 01944 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Research And Management, Inc. Manchester MA 11/2012 Present
Previous Registrations
  • 2012-08-02 → 2012-08-15
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Boston, MA
  • 2005-01-03 → 2010-10-15
    Calibre Advisory Services Inc.
    Waltham, MA
  • 2002-06-07 → 2004-12-16
    Tanager Financial Services Inc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-03
S65 Uniform Investment Adviser Law Examination 2002-05-06
  • S66 Uniform Combined State Law Examination
    2012-07-03
  • S65 Uniform Investment Adviser Law Examination
    2002-05-06

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
ARJUNA CAPITAL, LLC

Nearby Investors

BENJAMIN JAMES MUCHLER
MEGHAN ROSE FLYNN
DANIEL FREDERICK TORTOLA

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MANCHESTER BY THE SEA, MA
COMMONWEALTH FINANCIAL NETWORK · Manchester, MA
ARJUNA CAPITAL, LLC · MANCHESTER, MA

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