Robert Kea

CFA

Greenport Capital Advisors

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Greenport Capital Advisors

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

56 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$92.2M

Location

11 Apex Drive, Suite 300A #151, Marlborough, MA, 01752

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Greenport Capital Advisors

March 2018 - Present · 7 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.