Robert S. Mckenzie

BOSTON RESEARCH AND MANAGEMENT

MANCHESTER, MA 01944

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CRD#: 4393552

Professional summary

Robert Stuart Mckenzie is a registered financial advisor currently at BOSTON RESEARCH AND MANAGEMENT, INC. located in Manchester, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 4 firms and has passed the Series 66, Series 65 and Series 7 exams.

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 Robert Stuart Mckenzie'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

March 6, 2013 - Present

BOSTON RESEARCH AND MANAGEMENT, INC.

Office #1: 40 Beach Street Suite 200, Manchester, MA 01944

RIA

CRD#: 107643

MANCHESTER, MA

Past

August 2, 2012 - August 15, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOSTON, MA

Past

June 4, 2012 - August 15, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOSTON, MA

Past

January 3, 2005 - October 15, 2010

CALIBRE ADVISORY SERVICES INC.

RIA

CRD#: 133333

WALTHAM, MA

Past

June 7, 2002 - December 16, 2004

TANAGER FINANCIAL SERVICES INC

RIA

CRD#: 106270

WALTHAM, MA

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".

BOSTON RESEARCH AND MANAGEMENT, INC.

BOSTON RESEARCH & MANAGEMENT INC | BOSTON RESEARCH AND MANAGEMENT, INC.

CRD#: 107643 / SEC#: 801-39603

RIA

Registered Investment Advisory firm - (7/31/1991 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

Massachusetts
(3/6/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/3/2012

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/6/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/1/2012

General Securities Representative Examination

Current Firm

BOSTON RESEARCH AND MANAGEMENT, INC.

BOSTON RESEARCH & MANAGEMENT INC | BOSTON RESEARCH AND MANAGEMENT, INC.

CRD#: 107643 / SEC#: 801-39603

RIA

Registered Investment Advisory firm - (7/31/1991 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(978) 526-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOSTON RESEARCH & MANAGEMENT FORM ADV PART 2 (1/23/2025)

Regulatory assets under management

Total Number of Accounts	501
AUM (Assets Under Management)	$ 627,077,384

Red Flags

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

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Firm Stability Insights

Robert S. Mckenzie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Stuart Mckenzie's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CALIBRE ADVISORY SERVICES INC.

TANAGER FINANCIAL SERVICES INC

Primary Firm SEC Registration

BOSTON RESEARCH AND MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2012

Series 65

Date: 5/6/2002

Series 7

Date: 6/1/2012

Current Firm

BOSTON RESEARCH AND MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOSTON RESEARCH AND MANAGEMENT, INC.

TRUST BUT VERIFY

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