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MG

Marcus C. Green

GREENPORT CAPITAL ADVISORS
MARLBOROUGH, MA 01752
Some features on this profile are disabled
CRD#: 5479554
MG

Professional summary

Marcus C Green is a registered financial advisor currently at GREENPORT CAPITAL ADVISORS located in Marlborough, Massachusetts.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Marcus has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus C Green's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 15, 2015 - Present

GREENPORT CAPITAL ADVISORS

Office #1: 11 Apex Drive Suite 300a #151, Marlborough, MA 01752
RIA
CRD#: 205511
MARLBOROUGH, MA
Past

May 2, 2008 - February 14, 2018

VODIA CAPITAL, LLC

RIA
CRD#: 131751
CONCORD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/15/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/23/2008
Uniform Investment Adviser Law Examination

Current Firm

GC
GREENPORT CAPITAL ADVISORS
GREENPORT CAPITAL ADVISORS | GREENPORT CAPITAL ADVISORS, LLC

CRD#: 205511 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/15/2015 Approved)
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Contact information

Main Address
11 Apex Drive Suite 300a #151, Marlborough, MA 01752
Mailing Address
Po Box 956, Acton, MA 01720-0956
Phone number
(978) 393-3090
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts175
AUM (Assets Under Management)$ 92,249,285

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREENPORT CAPITAL ADVISORS

CRD#: 205511Marlborough, MA 01752

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