AdFi
RS

Robert Stuart McKenzie

Investment Adviser Representative at BOSTON RESEARCH AND MANAGEMENT, INC.

Manchester, MACRD #4393552Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/3/2012
Series 65
Uniform Investment Adviser Law Examination
Passed 5/6/2002
Series 7
General Securities Representative Examination
Passed 6/1/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1,000,000 to $4,999,9991.00%
$5,000,000 to $9,999,9990.85%
$10,000,000 to $24,999,9990.75%
$25,000,000 to $49,999,9990.60%
$50,000,000 to $99,999,9990.50%
$100,000,000 and above
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Boston Research AND Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BOSTON RESEARCH AND MANAGEMENT, INC.Current
3/6/2013Manchester, MA
WELLS FARGO ADVISORS, LLC
8/2/20128/15/2012Boston, MA
CALIBRE ADVISORY SERVICES INC.
1/3/200510/15/2010Waltham, MA
TANAGER FINANCIAL SERVICES INC
6/7/200212/16/2004Waltham, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BOSTON RESEARCH AND MANAGEMENT, INC.

5 other advisors in the directory

View BOSTON RESEARCH AND MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Stuart McKenzie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Stuart McKenzie - Financial Advisor in Manchester, MA | AdvisorFinder