Joey Kenneth Casolaro

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Certified Financial Planner