Colin J. Hickey
CAYSIDE PARTNERS | Vice President
Jupiter, FL 33469
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CRD#: 5803336
Professional summary
Colin J. Hickey, who also goes by Colin Jesse Hickey, Collin Hickey, is a registered financial advisor currently at CAYSIDE PARTNERS located in Jupiter, Florida.
Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Colin has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Biography
Colin Hickey is a Vice President with J.P. Morgan Wealth Management and the Sylvia Wealth Management Group.
Colin has over a decade of experience in the financial services and family office industry. During his career, he has successfully built a boutique investment advisory firm, AM Global Family Investment Office, serving as one of several partners and shareholders. The company was later acquired by Forbes Family Trust.
Before joining J.P. Morgan Wealth Management, Colin was Partner, Shareholder, and Director of Client Investment Advisory at Forbes Family Trust and FWM Holdings LLC, a multifamily office with over $10 billion in assets based in New York and Palm Beach.
His experience includes completing numerous transactions and investments for clients in alternative investments including private equity co-investments, private equity funds, hedge funds, and real estate. He has advised and managed portfolios for key ultra-high net worth clients and foundations. He also served on his prior firm's Investment Advisory Board and Investment Committee.
Colin earned bachelor's and master's degrees in finance from Florida State University. He holds the FINRA Series 7 and 66 licenses and Chartered Alternative Investment Analyst (CAIA) designation. He serves on the Board of Directors for MacArthur Beach State Park in North Palm Beach, as a Finance Committee member on the Board of Trustees for The Nature Foundation, Inc., serves as a board member of The Benjamin School's (Palm Beach) Alumni Council, and as a Corporate Member of the Jupiter Medical Center. Colin lives in Jupiter, Florida and will be based in the JP Morgan Palm Beach Gardens and Miami offices.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Colin Jesse Hickey | Collin Hickey
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.
Entity Name: Skinny Waters Holdings Investment related: No "Address: 113 SE TURTLE CREEK DR Tequesta FL 33469" Nature of the other business: Restoration Services Position/Title/Relationship: Owner/Partner Start Date: 07/08/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am an investor and part owners in a business that owns and operates territories for a franchisor called All Dry Services. The LLC recently amended the name from Hickey Ventures to Skinny Waters Holdings. The nature of the business is water and mold restoration and remediation. Entity Name: Mango Collective LLC Investment related: No Address: 110 Fairview E Tequesta FL 33469 Nature of the other business: Investments Position/Title/Relationship: Owner/Partner Start Date: 08/19/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company to make investments in a surf pool project. This is in the field of outdoor sports and surfing, there is not any connection to CaySide Partners. Entity Name: Back Nine Marine LLC Investment related: N "Address: 3910 RCA BLVD. PALM BEACH GARDENS, FL 33410 110 Fairview E Tequesta FL 33469" Nature of the other business: Water Sports Position/Title/Relationship: Owner/ Partner Start Date: 03/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an LLC that owns a personal watercraft jointly with two other members of the LLC. This is purely for recreational use. Cayside Asset Management, LLC - POSITION: Managing Member Nature of the other business: Find projects to invest in that produce revenue or value INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 10% of work hours per month SECURITIES TRADING HOURS: 0 START DATE: 10/2023 ADDRESS: 364 Cypress Drive, Suite 202, Jupiter, FL 33469 DESCRIPTION: Invest in various types of projects that produce value
CRS (Client Relationship Summary) - RIA
Click below to view Colin J. Hickey'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®
NoneExperience
Current
March 28, 2023 - Present
CAYSIDE PARTNERS
Office #1: 364 Cypress Drive Suite 202, Jupiter, FL 33469RIA
CRD#: 306090
Jupiter, FL
Past
June 29, 2021 - March 3, 2023
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
May 4, 2021 - March 3, 2023
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Past
January 7, 2013 - January 3, 2019
AM GLOBAL FAMILY INVESTMENT OFFICE
RIA
CRD#: 159319
WEST PALM BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CAYSIDE PARTNERS
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
CRD#: 306090 / SEC#: 801-129905
RIA
Registered Investment Advisory firm - (4/29/2024 Approved)Florida
Registered Investment Advisory firm - (4/30/2024 Terminated)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
Florida(3/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/4/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CP
CAYSIDE PARTNERS
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
CRD#: 306090 / SEC#: 801-129905
RIA
Registered Investment Advisory firm - (4/29/2024 Approved)Florida
Registered Investment Advisory firm - (4/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
364 Cypress Drive Suite 202, Jupiter, FL 33469
Mailing Address
Phone number
(561) 768-9621
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 313,960,128 |
Red Flags
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Company Information
CAYSIDE PARTNERS
Vice PresidentCRD#: 306090Jupiter, FL 33469TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
