Joseph Vincent Goldy
Investment adviser representative at Highland Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$640MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Highland Financial Advisors, LLCApr 2020 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to Apr 2020
- TD Ameritrade, Inc.Feb 2018 to Apr 2020
- Scottrade, Inc.Apr 2006 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Highland Financial Advisors, LLC
$640MAssets managed
361Clients
8Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4936121
- Firm CRD
- 125838