Investment adviser representative · Westpeak Financial
Colin J. Heaney
CRD 4715046 · Ocean, NJ
At a glance
Colin J. Heaney is an investment adviser representative with Westpeak Financial in Ocean, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Colin’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- Westpeak FinancialSince July 2024Ocean, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Colin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.