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Michael David Gibney

HIGHLAND FINANCIAL ADVISORS, LLC·RIVERDALE, New Jersey
Series 7, Series 66Clean record23 years registeredHIGHLAND FINANCIAL ADVISORS, LLC
44 ST ROUTE 23 NORTH, RIVERDALE, NJ 07457CRD# 2263163Firm CRD# 125838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Gibney · RIVERDALE, NJ
Registration
CRD #2263163 · HIGHLAND FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MODERA WEALTH MANAGEMENT, LLC
Aug 2016 – present
HIGHLAND FINANCIAL ADVISORS, LLC
Apr 2006 – May 2016
RIVERDALE, NJ
RAYMOND JAMES FINANCIAL SERVICES
Jul 2003 – May 2005
PARAMUS, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 21, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGHLAND FINANCIAL ADVISORS, LLC
CRD 125838 · SEC 801-64369
AUM
$430M
Regulatory assets under management
Employees
12
905 client accounts
Services offered by HIGHLAND FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HIGHLAND FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael David Gibney offer?
Michael David Gibney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVERDALE, New Jersey for a consultation.
What are Michael David Gibney's credentials?
Michael David Gibney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Gibney located?
Michael David Gibney is based in RIVERDALE, New Jersey, working with HIGHLAND FINANCIAL ADVISORS, LLC. Their office serves clients in the RIVERDALE metropolitan area and surrounding communities.
How does Michael David Gibney charge for services?
Michael David Gibney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHLAND FINANCIAL ADVISORS, LLC?
HIGHLAND FINANCIAL ADVISORS, LLC has approximately 12 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGHLAND FINANCIAL ADVISORS, LLC

Edward J Leach
WAYNE, NJ
Annamarie Mock
WAYNE, NJ
Reed Charles Fraasa
WAYNE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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