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Highland Financial Advisors, LLC CRD 125838
$640M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1680 Route 23 Suite 210, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| NJ | RA | APPROVED | 2006-04-24 |
Branch Locations
44 St Route 23 North Suite 11, Riverdale, NJ 07457 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Financial Advisors, Llc | Riverdale | NJ | 06/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-06 |
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