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RIA / WealthAdvisor24 years in industry

ROBERT STUART MCKENZIE

Advisor at BOSTON RESEARCH AND MANAGEMENT, INC.

MANCHESTER, MA

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Search this name across graphsid dfx:ria:3e4b4cc5-328c-c8fb-bc1b-576fafbb32de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOSTON RESEARCH AND MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: May 6, 2002
First registration: Jun 7, 2002
Dual registered: no
IAPD individual key: 4393552

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOSTON RESEARCH AND MANAGEMENT, INC.	Independent wealth	Mar 6, 2013	n/a	yes	MANCHESTER, MA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Aug 2, 2012	Aug 15, 2012	no	CHARLOTTE, NC\|BOSTON, MA	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Jan 3, 2005	Oct 15, 2010	no	WALTHAM, MA	Previous registration
TANAGER FINANCIAL SERVICES INC	n/a	Jun 7, 2002	Dec 16, 2004	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	BOSTON RESEARCH AND MANAGEMENT, INC.	Aug 15, 2012	Mar 6, 2013	203	Firm change	Other
CALIBRE ADVISORY SERVICES INC.	WELLS FARGO ADVISORS	Oct 15, 2010	Aug 2, 2012	657	Firm change after gap	Other
TANAGER FINANCIAL SERVICES INC	CALIBRE ADVISORY SERVICES INC.	Dec 16, 2004	Jan 3, 2005	18	Firm change	Other

Relationships

Registered with (4)

→ BOSTON RESEARCH AND MANAGEMENT, INC.Registered adviserregistration: current employment
Mar 6, 2013 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 2, 2012 to Aug 15, 2012factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Oct 15, 2010factForm ADV
→ TANAGER FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Jun 7, 2002 to Dec 16, 2004factForm ADV

Dated events

No dated event names this entity yet.