Highland Financial Advisors, LLC

CRD 125838 · Wayne, NJ · $640.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 125838
SEC number: 801-64369
Firm type: RIA
Assets under management: $640.0M as of Jun 1, 2026
Website: youtube.com/highlandfa ↗
Phone: 973-557-2933
Address: 1680 Route 23, Wayne, NJ, 07470

Advisors at this firm

8 in our index · page 1 of 1

Joey Kenneth CasolaroCRD 6794898 · Wayne, NJ

IA Registered
Reed Charles FraasaCRD 2063878 · Riverdale, NJ

IA Registered

Disclosure event(s) on record
Joseph Vincent GoldyCRD 4936121 · Wayne, NJ

IA RegisteredRegistration inactive
Sean Patrick GallagherCRD 6890312 · Wayne, NJ

IA Registered
Gary Henry HirshCRD 2298817 · Wayne, NJ

IA Registered
Edward J LeachCRD 5276748 · Wayne, NJ

IA Registered
Lonniece McdonaldCRD 7323825 · Wayne, NJ

IA Registered
Annamarie MockCRD 7053621 · Wayne, NJ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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