Unclaimed Profile

Edward J Leach

HIGHLAND FINANCIAL ADVISORS, LLC·WAYNE, New Jersey

Clean record13 years registeredHIGHLAND FINANCIAL ADVISORS, LLC

1680 ROUTE 23, WAYNE, NJ 07470CRD# 5276748Firm CRD# 125838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward J Leach · WAYNE, NJ

Registration

CRD #5276748 · HIGHLAND FINANCIAL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

HIGHLAND FINANCIAL ADVISORS, LLC

Aug 2014 – present

TRAPHAGEN FINANCIAL GROUP

Jan 2014 – Jun 2014

ORADELL, NJ

HIGHLAND FINANCIAL ADVISORS, LLC

Jan 2013 – May 2013

RIVERDALE, NJ

Registrations & Exams

Registration record

First registered · January 11, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLAND FINANCIAL ADVISORS, LLC

CRD 125838 · SEC 801-64369

AUM

$430M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Edward J Leach offer?

Edward J Leach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, New Jersey for a consultation.

What are Edward J Leach's credentials?

Edward J Leach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward J Leach located?

Edward J Leach is based in WAYNE, New Jersey, working with HIGHLAND FINANCIAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Edward J Leach charge for services?

Edward J Leach'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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