Timothy
Conboy

Key Group Management, Inc

CRD#1930383
Investment Advisor
in Ramsey, NJ

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About this Advisor

Timothy Conboy is a financial advisor based in Ramsey, New Jersey, working with Key Group Management, Inc. Timothy has previously held positions at National Planning Corporation, (Dba) Key Group Management Inc, Royal Alliance Associates, and Concourse Financial Group Securities Inc. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Timothy is part of Key Group Management, Inc, which operates out of Ramsey, New Jersey. The firm has 2 offices and 5 employees. The firm manages assets totaling $210.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Key Group Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

545 Island Road Suite 3D
Ramsey, NJ 07446

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Key Group Management, Inc Brokerage Details

Total Assets Under Management

$210,000,000

NJ Average: $1,555,372,352
Total Number of Employees

5

NJ Average: 37
Total Number of Accounts

350

NJ Average: 1,370
Average Account Size

$600,000

NJ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Timothy Conboy Work History

2022 - Present (2 years)

Concourse Financial Group Securities Inc

2005 - Present (19 years)

(Dba) Key Group Management Inc

2017 - 2022 (5 years)

Royal Alliance Associates

2009 - 2017 (8 years)

National Planning Corporation

Disclosures

Please visit the SEC profile of Timothy Conboy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Key Group Management, Inc

R Cioffari
Fountain Hills, AZ
Michael Mcmane
Ramsey, NJ
Patrick Murray
Scottsdale, AZ
Colin Heafy
Ramsey, NJ
Timothy Conboy
Ramsey, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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