Joseph
Goldy
Highland Financial Advisors, LLC
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About this Advisor
Joseph Goldy is a certified financial planner working in Wayne, New Jersey with 1 year of industry experience. Goldy is an advisor for Highland Financial Advisors, LLC. Throughout their career, Goldy has worked at Scottrade, Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC and Highland Financial Advisors, LLC. Goldy maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Highland Financial Advisors, LLC is a financial advisory company based in Wayne, NJ. It controls $333 million in assets between its 896 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 896 accounts, 36% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services. However, fee types charged by Highland Financial Advisors, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highland Financial Advisors, LLC Brokerage Details
$332,889,475
11
896
$371,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Goldy Work History
Joseph has been registered as a financial advisor for 1 years.*
Highland Financial Advisors, LLC
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Goldy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Financial Advisors, LLC
Wayne, NJ
Wayne, NJ
Wayne, NJ
Riverdale, NJ
Wayne, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
