Edward J. Leach
HIGHLAND FINANCIAL ADVISORS
Wayne, NJ 07470
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CRD#: 5276748
Professional summary
Edward J Leach, CFP® is a registered financial advisor currently at HIGHLAND FINANCIAL ADVISORS, LLC located in Wayne, New Jersey.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Edward has worked at 2 firms .
Biography
Ed specializes in multigenerational planning, executive benefits, and portfolio risk management. Ed also coordinates the design and implementation of financial planning solutions for clients.
Ed holds the CERTIFIED FINANCIAL PLANNER™ designation and has completed his MBA studies at Montclair State University. Ed has been quoted on CNBC, Verizon 1 News, and the NJ Star Ledger on various financial planning topics, and has given seminars to professional organizations. Ed is a member of Beta Gamma Sigma, an International Honor Society earning the right to be considered "Best in Business". Ed completed his undergraduate studies in Finance and Economics at Ramapo College of New Jersey.
Ed is also a member of the XY Planning Network, the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y.
In his free time Ed enjoys following his beloved NY Jets, boating, and working out in the gym. Ed donates his time to Alzheimer’s NJ where he is currently serving as Treasurer. He lives in Waldwick, NJ with his wife Alyssa.
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Question & Answer
What are your service offerings?
Tax Planning
Life Transitions
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Estate Planning
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Medical Professionals
Socially Responsible Investmen...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SUCCESS REFERRALS - REFERRAL AGENT - HOLDS NJ REAL ESTATE LICENSE - DO NOT DEVOTE ANY HOURS TO BUSINESS DURING THE YEAR. WORK ON A PURE REFERRAL BASIS. COLLECT REFERRAL FEE ONLY WHEN BUSINESS IS REFERRED AND A REAL ESTATE SALE IS CLOSED. NO VESTED INTEREST IN ANY TRANSACTIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Edward J Leach's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
August 7, 2014 - Present
HIGHLAND FINANCIAL ADVISORS, LLC
Office #1: 1680 Route 23 Suite 210, Wayne, NJ 07470RIA
CRD#: 125838
Wayne, NJ
Past
January 28, 2014 - June 23, 2014
TRAPHAGEN FINANCIAL GROUP
RIA
CRD#: 107764
ORADELL, NJ
Past
January 11, 2013 - May 28, 2013
HIGHLAND FINANCIAL ADVISORS, LLC
RIA
CRD#: 125838
RIVERDALE, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HIGHLAND FINANCIAL ADVISORS, LLC
HIGHLAND FINANCIAL ADVISORS, LLC | UPSWING ADVISOR | TYRAS, FRAASA & ASSOCIATES, LLC
CRD#: 125838 / SEC#: 801-64369
RIA
Registered Investment Advisory firm - (6/23/2005 Approved)New York
Registered Investment Advisory firm - (6/29/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(9/9/2014)
Exams
Current Firm
HIGHLAND FINANCIAL ADVISORS, LLC
HIGHLAND FINANCIAL ADVISORS, LLC | UPSWING ADVISOR | TYRAS, FRAASA & ASSOCIATES, LLC
CRD#: 125838 / SEC#: 801-64369
RIA
Registered Investment Advisory firm - (6/23/2005 Approved)New York
Registered Investment Advisory firm - (6/29/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1680 Route 23 Suite 210, Wayne, NJ 07470
Mailing Address
Phone number
(973) 557-2933
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,036 |
| AUM (Assets Under Management) | $ 503,795,315 |
Red Flags
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