Colin Connery has been an investment adviser representative at Heron Bay Capital Management since November 2023, and is not listed among the firm’s executive officers or direct owners.
Heron Bay Capital Management, LLC is a Bloomfield Hills, MI firm with $644M under management, 127 clients and 5 advisers in one office, as of its September 2026 filing.
- Heron Bay Capital ManagementCurrent– present · 2 yearsBerkley, MI · Adviser representative · Firm CRD 305537
Investment adviser representative registrations
Colin Connery is registered as an investment adviser representative in Michigan, since November 2023.
- MichiganSince 16 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Colin Alexander Connery
- CRD
- 5902652
- Firm
- Heron Bay Capital Management · CRD 305537
- Office
- Berkley, MI
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Colin Connery work?
Colin Connery is an investment adviser representative registered through Heron Bay Capital Management, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Colin Connery a financial advisor?
Yes. Colin Connery has a current investment-adviser registration in Michigan, through Heron Bay Capital Management since November 2023.
How many years of experience does Colin Connery have?
Colin Connery has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Colin Connery passed?
Colin Connery passed the Series 65 in November 2023.
Where is Colin Connery based?
Colin Connery’s registered office is in Berkley, MI.
Is Colin Connery registered with FINRA?
No. Colin Connery has no current broker registration.
How can I verify Colin Connery’s record?
Search CRD 5902652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colin Connery’s full registration record.
