Leslie Kernan
Boston Research and Management · Manchester, Massachusetts
Leslie Kernan is a fee-only financial advisor at Boston Research and Management in Manchester, Massachusetts, who holds the CFA credential. Boston Research and Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Boston Research and Management |
|---|---|
| Based in | Manchester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $676.2M across 501 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 7523715 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bostonrm.com |
How Leslie's firm compares
- Boston Research and Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 501 accounts).
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Questions about Leslie
Is Leslie Kernan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and Boston Research and Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leslie charge for financial advice?
Leslie's firm, Boston Research and Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Leslie Kernan based?
Leslie Kernan is based in Manchester, Massachusetts.
What credentials does Leslie Kernan hold?
Leslie Kernan holds the CFA credential.
Is Leslie Kernan registered with the SEC?
Yes. Leslie Kernan is registered as an investment adviser representative in MA (CRD 7523715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boston Research and Management manage?
Boston Research and Management reports $676.2M across 501 accounts in assets under management.
How do I contact Leslie Kernan?
Through Leslie's website, www.bostonrm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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