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Sean Patrick Gallagher

Highland Financial Advisors, LLC

Wayne, NJ

CRD 6890312

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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 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
OrganizationCityStateFromTo
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
  • 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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