Marcus Green
Greenport Capital Advisors · Marlborough, Massachusetts
Marcus Green is a fee-only financial advisor at Greenport Capital Advisors in Marlborough, Massachusetts. Greenport Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Greenport Capital Advisors |
|---|---|
| Based in | Marlborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $119.2M across 68 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5479554 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greenportca.com |
| Profile |
How Marcus's firm compares
- Greenport Capital Advisors's average account is about $1.8 million, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Marcus
Is Marcus Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Greenport Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcus charge for financial advice?
Marcus's firm, Greenport Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Marcus Green based?
Marcus Green is based in Marlborough, Massachusetts.
Is Marcus Green registered with the SEC?
Yes. Marcus Green is registered as an investment adviser representative in MA (CRD 5479554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenport Capital Advisors manage?
Greenport Capital Advisors reports $119.2M across 68 accounts in assets under management.
How do I contact Marcus Green?
Through Marcus's website, www.greenportca.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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