Colin Heafy (CRD# 1906579) is an Investment Advisor Representative working at Key Group Management, Inc. in Ramsey, NJ and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securitieis Inc. | Ramsey, NJ | Aug 2022 - Current | 1 |
| (dba) Key Group Management, Inc. | Ramsey, NJ | Feb 2008 - Current | 16 |
| Royal Alliance | Ramsey, NJ | Mar 2017 - Aug 2022 | 5 |
| National Planning Corporation | Ramsey, NJ | Jan 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- NJ
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$600,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, FL, NC, NJ, NY, TX
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