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Brendan H Heafy

Investment Adviser Representative at KEY GROUP MANAGEMENT, INC.

Ramsey, NJCRD #8222898Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
3 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
ArizonaNew JerseyNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/24/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 2/1/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
First $5,000,0001.25%
$5,000,001 to $10,000,0000.75%
Over $10,000,0000.50%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

KEY Group Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KEY GROUP MANAGEMENT, INC.Current
2/9/2026Ramsey, NJ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View KEY GROUP MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brendan H Heafy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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