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Colin Patrick Heafy

KEY GROUP MANAGEMENT, INC.·FOUNTAIN HILLS, Arizona
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record22 years registeredKEY GROUP MANAGEMENT, INC.
17100 E SHEA BLVD, FOUNTAIN HILLS, AZ 85268CRD# 1906579Firm CRD# 146054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colin Patrick Heafy · FOUNTAIN HILLS, AZ
Registration
CRD #1906579 · KEY GROUP MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

KEY GROUP MANAGEMENT, INC.
May 2008 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Dec 2003 – Jan 2009
RAMSEY, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · December 12, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KEY GROUP MANAGEMENT, INC.
CRD 146054 · SEC 801-114845
AUM
$210M
Regulatory assets under management
Employees
5
350 client accounts
Services offered by KEY GROUP MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KEY GROUP MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Colin Patrick Heafy offer?
Colin Patrick Heafy specializes in Financial Planning, Investment Management. Contact their office in FOUNTAIN HILLS, Arizona for a consultation.
What are Colin Patrick Heafy's credentials?
Colin Patrick Heafy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Patrick Heafy located?
Colin Patrick Heafy is based in FOUNTAIN HILLS, Arizona, working with KEY GROUP MANAGEMENT, INC.. Their office serves clients in the FOUNTAIN HILLS metropolitan area and surrounding communities.
How does Colin Patrick Heafy charge for services?
Colin Patrick Heafy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEY GROUP MANAGEMENT, INC.?
KEY GROUP MANAGEMENT, INC. has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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