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Robert Kea

Investment adviser representative at Greenport Capital Advisors
37 yearsExperience
1 stateRegistered in
CFADesignation
$119.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

37 years in the industry.

  1. Greenport Capital AdvisorsMar 2018 to now
  2. Putnam InvestmentsJan 1989 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

Greenport Capital Advisors

Legal name: Greenport Capital Advisors, LLC

$119.2MAssets managed
68Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6908997
Firm CRD
205511
Advisor's SEC record (opens in a new tab)
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