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Colin J. Hickey

Investment adviser representative at Cayside Partners
14 yearsExperience
1 stateRegistered in
$438MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Cayside PartnersMar 2023 to now
  2. JPMorgan Chase Bank NAMar 2021 to Mar 2023
  3. JPMorgan Securities LLCMar 2021 to Mar 2023
  4. Forbes Family TrustJan 2019 to Dec 2020
  5. Fwm HoldingsJan 2019 to Dec 2020
  6. Lgl Partners LLCJan 2019 to Dec 2020
  7. Am Global Family Investment OfficeMay 2012 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

Cayside Partners

Legal name: Cayside Partners, LLC

$438MAssets managed
69Clients
5Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5803336
Firm CRD
306090
Advisor's SEC record (opens in a new tab)
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