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Joey Kenneth Casolaro

Highland Financial Advisors, LLC

Wayne, NJ

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Current Employers
Highland Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-07-21
  • NJ RA
    APPROVED
    Since 2025-07-21

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 02/2020 Present
University Of South Florida Tampa FL 09/2015 12/2019
Moisand Fitzgerald Tamayo, Llc Tampa FL 07/2019 08/2019
Newbridge Securities Corporation Boca Raton FL 05/2017 08/2017
Newbridge Securities Corporation Boca Raton FL 05/2018 08/2018
  • 02/2020 → Present
    Highland Financial Advisors, Llc
    Wayne, NJ
  • 09/2015 → 12/2019
    University Of South Florida
    Tampa, FL
  • 07/2019 → 08/2019
    Moisand Fitzgerald Tamayo, Llc
    Tampa, FL
  • 05/2017 → 08/2017
    Newbridge Securities Corporation
    Boca Raton, FL
  • 05/2018 → 08/2018
    Newbridge Securities Corporation
    Boca Raton, FL
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
FOURSTAR WEALTH ADVISORS, LLC

Other Investors

BETH ELLEN BRADEN-CORN
MARK SZWAGULINSKI
WALTER JAY GOLCZEWSKI
JOHN PAUL BARBARY
ERIC R LEVENS
GEORGE RICHARD BARNES
NEIL FRANCIS BURKE
Maria Mark

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Wayne, NJ
TD PRIVATE CLIENT WEALTH LLC · Pompton Plains, NJ
CETERA INVESTMENT ADVISERS LLC · WAYNE, NJ
LPL ENTERPRISE, LLC · RIVERDALE, NJ
J.P. MORGAN SECURITIES LLC · Pompton Plains, NJ
EDWARD JONES · POMPTON PLAINS, NJ
HIGHLAND FINANCIAL ADVISORS, LLC · RIVERDALE, NJ
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · RIVERDALE, NJ

More in Wayne, NJ

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