JC
Joey K. Casolaro
HIGHLAND FINANCIAL ADVISORS
Wayne, NJ 07470
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CRD#: 6794898
JC
Professional summary
Joey Kenneth Casolaro is a registered financial advisor currently at HIGHLAND FINANCIAL ADVISORS, LLC located in Wayne, New Jersey.
Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joey has worked at 1 firm .
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joey Kenneth Casolaro'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®
NoneExperience
Current
July 21, 2025 - Present
HIGHLAND FINANCIAL ADVISORS, LLC
Office #1: 1680 Route 23 Suite 210, Wayne, NJ 07470RIA
CRD#: 125838
Wayne, 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(7/21/2025)
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)Loading...
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 (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,151 |
| AUM (Assets Under Management) | $ 639,957,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
