Commonwealth Financial Network
44yrs
Top advisor by experience in Marlborough
9yrs
Robert Kea
Financial advisor at Greenport Capital Advisors
Robert Kea has worked in the financial industry for 9 years and is a financial advisor based in Marlborough, Massachusetts. Robert has been with Greenport Capital Advisors since 2018. Robert holds the CFA designation.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office11 Apex Drive Suite 300a #151, Marlborough, MA 01752
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.75 million
Advisors at the firm2
States licensed ?1 state
Services through Greenport Capital Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowGreenport Capital AdvisorsCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Greenport Capital Advisors at (978) 393-3090 and ask for Robert Kea. Robert works from the Marlborough, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Greenport Capital Advisors reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Massachusetts
Edward Jones
43yrs
Top 1% by experience at Edward Jones
Mariner
32yrs
Top 7% by experience at Mariner
Community Financial Group
30yrs
Top 16% by experience in Marlborough
LPL Financial
30yrs
Top 16% by experience in Marlborough