Unclaimed Profile

Colin J. Hickey

CAYSIDE PARTNERS, LLC·JUPITER, Florida

SIE, Series 7TO, Series 65, Series 66Clean record13 years registeredCAYSIDE PARTNERS, LLC

364 CYPRESS DRIVE, JUPITER, FL 33469CRD# 5803336Firm CRD# 306090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colin J. Hickey · JUPITER, FL

Registration

CRD #5803336 · CAYSIDE PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CAYSIDE PARTNERS

Mar 2023 – present

J.P. MORGAN SECURITIES LLC

Jun 2021 – Mar 2023

PALM BEACH GARDENS, FL

AM GLOBAL FAMILY INVESTMENT OFFICE

Jan 2013 – Jan 2019

WEST PALM BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 65

Series 66

Registration record

First registered · January 7, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAYSIDE PARTNERS, LLC

CRD 306090 · SEC 801-129905

AUM

$282M

Regulatory assets under management

Employees

53 client accounts

Services offered by CAYSIDE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAYSIDE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Colin J. Hickey offer?

Colin J. Hickey specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are Colin J. Hickey's credentials?

Colin J. Hickey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colin J. Hickey located?

Colin J. Hickey is based in JUPITER, Florida, working with CAYSIDE PARTNERS, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Colin J. Hickey charge for services?

Colin J. Hickey'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 CAYSIDE PARTNERS, LLC?

CAYSIDE PARTNERS, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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