Colin J. Hickey
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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,...
Other Aliases
Colin Jesse Hickey, Collin Hickey
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
Contact Information
Main Address
364 Cypress Drive Suite 202, Jupiter, FL 33469Phone Number
(561) 768-9621# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$437,981,294Similar Advisors
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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.
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Primary Firm SEC Registration
CAYSIDE PARTNERS | STRUNK INVESTMENT COMPANY, LLC | STRUNK INVESTMENT COMPANY | CAYSIDE PARTNERS, LLC
State Registrations and Notice Filings
(3/28/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Colin J. Hickey's CRS (Customer Relationship Summary).
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