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Colin J. Hickey

Colin J. Hickey

Vice President·CAYSIDE PARTNERS
JUPITER, FL
·CRD# 5803336·13 years experience

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

Always Fiduciary

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

Blog Corner

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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

linkedin.com/in/xxxxxx

Email

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

CAYSIDE PARTNERS·CRD# 306090
RIA
364 Cypress Drive Suite 202, Jupiter, FL 33469
March 28, 2023 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Palm Beach Gardens, FL
June 29, 2021 - March 3, 2023
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Palm Beach Gardens, FL
May 4, 2021 - March 3, 2023
AM GLOBAL FAMILY INVESTMENT OFFICE·CRD# 159319
RIA
West Palm Beach, FL
January 7, 2013 - January 3, 2019

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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 - SEC (4/29/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (4/30/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

364 Cypress Drive Suite 202, Jupiter, FL 33469

Phone Number

(561) 768-9621

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAYSIDE PARTNERS, LLC ADV 2A BROCHURE (9/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

145

AUM (Assets Under Management)

$437,981,294

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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.

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

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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 - SEC (4/29/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (4/30/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(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.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2021About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2012About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed May 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2021About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Colin J. Hickey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Colin J. Hickey
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