Edward Leach, financial advisor Riverdale NJ
90 score

Edward Leach

CRD Number: 5276748
Current Firm: Highland Financial Advisors, LLC

Edward Leach (CRD# 5276748) is an Investment Advisor Representative working at Highland Financial Advisors, LLC in Riverdale, NJ and has 1 year of experience in the finance industry. Edward Leach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Highland Financial Advisors, LLC Riverdale, NJ Jun 2014 - Current 2
Traphagen Financial Group Oradell, NJ Oct 2013 - Jun 2014 < 1
Toys R Us Wayne, NJ Jun 2013 - Oct 2013 < 1
Highland Financial Advisors, LLC Riverdale, NJ Feb 2010 - Jun 2013 3
Coccia Real Estate, Inc. Kearny, NJ Apr 2009 - Dec 2012 3
Scottrade Fort Lee, NJ Sep 2009 - Jan 2010 < 1
Under Armour Woodbury, NY Sep 2008 - May 2009 < 1
The Vitamin Shoppe Paramus, NJ Jan 2008 - Aug 2008 < 1
Merrill Lynch New York, NY Jan 2007 - Dec 2007 < 1
High School/college North Arlington, NJ Jan 2002 - Dec 2006 4

Edward Leach has no recent exams reported.
Contact Info for Edward J. Leach
Phone Number: 973-557-2933
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $194,911
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NJ, NY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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