Highland Wealth Advisory LLC

Highland Wealth Advisory LLC (CRD# 154031) is a financial advisory firm headquartered in Rochester, NY. They manage $20,200,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $208,247
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Highland Wealth Advisory LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.