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 operating out of Ramsey, New Jersey with a total of 14 years of industry experience. Conboy is currently employed by Key Group Management, Inc. Throughout their career, they have worked at National Planning Corporation, (Dba) Key Group Management Inc, Royal Alliance Associates and Concourse Financial Group Securities Inc. Conboy maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in New Jersey. Key Group Management, Inc is a registered investment business that has its headquarters in Fountain Hills, AZ. The firm has offices in two locations and just five advisors. It administers $195 million in total assets among its 250 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 250 client accounts, 25% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on which service is provided. Fee types charged by Key Group Management, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

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

$195,000,000

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

5

NJ Average: 37
Total Number of Accounts

250

NJ Average: 1,370
Average Account Size

$780,000

NJ Average: $1,135,308

Investment Advisory Services

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

Timothy Conboy Work History

Timothy has been registered as a financial advisor for 14 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Patrick Murray
Scottsdale, AZ
Colin Heafy
Ramsey, NJ
Timothy Conboy
Ramsey, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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