Robert Kea
Greenport Capital Advisors · Marlborough, Massachusetts
Robert Kea is a fee-only financial advisor at Greenport Capital Advisors in Marlborough, Massachusetts, who holds the CFA credential. 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6908997 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greenportca.com |
| Profile |
How Robert'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 Robert
Is Robert Kea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Greenport Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Kea based?
Robert Kea is based in Marlborough, Massachusetts.
What credentials does Robert Kea hold?
Robert Kea holds the CFA credential.
Is Robert Kea registered with the SEC?
Yes. Robert Kea is registered as an investment adviser representative in MA (CRD 6908997), 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 Robert Kea?
Through Robert'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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