Highland Wealth Advisory LLC

Highland Wealth Advisory LLC (CRD# 154031) is a financial advisory firm headquartered in Rochester, NY. They manage $23,235,896 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
70 Linden Oaks, Rochester, NY 14625
http://www.linkedin.com/in/alex-zazubec-291163
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $203,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Highland Wealth Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alex Zazubec, financial advisor Rochester NY
Alex Zazubec
CRD#: 4848692
70 Linden Oaks, Rochester, NY 14625

Alex Zazubec (CRD# 4848692) is an Investment Advisor Representative working at Highland Wealth Advisory LLC in Rochester, NY and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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