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Lonniece Mcdonald

Highland Financial Advisors, LLC

Wayne, NJ

CRD 7323825

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Employer firm

Highland Financial Advisors, LLC CRD 125838

$640M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Highland Financial Advisors, Llc

1680 Route 23 Suite 210, Wayne, NJ 07470 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-27
  • NJ RA
    APPROVED
    Since 2026-05-27

Branch Locations

1680 Route 23 Suite 210, Wayne, NJ 07470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Highland Financial Advisors, Llc Wayne NJ 02/2026 Present
Corient New York NY 07/2025 12/2025
Pathstone New York NY 12/2024 06/2025
Hall Capital Partners New York NY 06/2022 12/2024
Allstate New York NY 01/2022 06/2022
Morgan Stanley New York NY 06/2021 12/2021
Nyc Comptroller New York NY 06/2021 08/2021
Northwestern Mutual New York NY 01/2021 06/2021
Donorschoose New York NY 06/2020 08/2020
Full Time Student New Paltz NY 04/2016 06/2020
Suny New Paltz New Paltz NY 08/2019 06/2020
Full Time Student New York NY 08/2020 06/2021
  • 02/2026 → Present
    Highland Financial Advisors, Llc
    Wayne, NJ
  • 07/2025 → 12/2025
    Corient
    New York, NY
  • 12/2024 → 06/2025
    Pathstone
    New York , NY
  • 06/2022 → 12/2024
    Hall Capital Partners
    New York , NY
  • 01/2022 → 06/2022
    Allstate
    New York , NY
  • 06/2021 → 12/2021
    Morgan Stanley
    New York , NY
  • 06/2021 → 08/2021
    Nyc Comptroller
    New York , NY
  • 01/2021 → 06/2021
    Northwestern Mutual
    New York , NY
  • 06/2020 → 08/2020
    Donorschoose
    New York , NY
  • 04/2016 → 06/2020
    Full Time Student
    New Paltz, NY
  • 08/2019 → 06/2020
    Suny New Paltz
    New Paltz, NY
  • 08/2020 → 06/2021
    Full Time Student
    New York , NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

BETH ELLEN BRADEN-CORN
MARK SZWAGULINSKI
WALTER JAY GOLCZEWSKI

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Wayne, NJ
TD PRIVATE CLIENT WEALTH LLC · Pompton Plains, NJ
CETERA INVESTMENT ADVISERS LLC · WAYNE, NJ

More in Wayne, NJ

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