Sergio Hey Colon, financial advisor San Juan PR
90 score

Sergio Hey Colon

CRD Number: 6164591
Current Firm: Kovack Advisors, Inc.

Sergio Hey Colon (CRD# 6164591) is an Investment Advisor Representative working at Kovack Advisors, Inc. in San Juan, PR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Advisors, Inc. Fort Lauderdale, FL May 2017 - Current < 1
Kovack Securities, Inc. Fort Lauderdale, FL May 2017 - Current < 1
Consultiva Internacional, Inc. Guaynabo, PR Oct 2016 - May 2017 < 1
Huntleigh Securities Corporation St. Louis, MO Aug 2016 - May 2017 < 1
Consultiva Internacional Inc. Guaynabo, PR Dec 2010 - Sep 2016 5
Consultiva Securities Inc. Guaynabo, PR Dec 2010 - Jul 2016 5
Unemployed San Juan, PR May 2010 - Nov 2010 < 1
Maui College Kahului, HI Oct 2009 - May 2010 < 1
Watanabe Farms Hawaii, HI Aug 2009 - Oct 2009 < 1
Penn State University State College, PA Jan 2009 - Jul 2009 < 1
Dupont Richmond, VA Jun 2008 - Dec 2008 < 1
Penn State University State College, PA May 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Sergio M. Hey Colon
Phone Number: 954-782-4771
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    1,691
    MILLIONS
  • Total Number of Accounts
    7,904
    ACCOUNTS
  • Average Account Value
    $213,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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