Inactive

Sean Patrick Gallagher

Highland Financial Advisors, LLC

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Current Employers

Highland Financial Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-16

NJ RA
APPROVED

Since 2025-07-16

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

Organization	City	State	From	To
Highland Financial Advisors, Llc	Wayne	NJ	01/2019	Present
Virginia Tech	Blacksburg	VA	08/2015	12/2018
Summit Financial Resources Inc.	Red Bank	NJ	12/2017	12/2018

01/2019 → Present

Highland Financial Advisors, Llc

Wayne, NJ
08/2015 → 12/2018

Virginia Tech

Blacksburg, VA
12/2017 → 12/2018

Summit Financial Resources Inc.

Red Bank, NJ

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

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

FOURSTAR WEALTH ADVISORS, LLC

Other Investors

BETH ELLEN BRADEN-CORN

MARK SZWAGULINSKI

WALTER JAY GOLCZEWSKI

JOHN PAUL BARBARY

GEORGE RICHARD BARNES

NEIL FRANCIS BURKE

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

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