Highland Wealth Advisory LLC

Investment Bank/Securities Brokerage - Rochester, NY, US

Highland Wealth Advisory LLC Employees

Alex Zazubec

Principal

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Highland Wealth Advisory LLC Details

Highland Wealth Advisory is focused on highly personalized client services and therefore only serves a maximum of thirty clients. Generally, new clients are considered on a referral basis. Highland Wealth Advisory utilizes Charles Schwab Institutional for custodial services of client assets. There is no company affiliation with Schwab and no assets are held directly by this firm.

Website: *

Employees: 5 - 9

HQ: N/A

Location: Rochester, NY, US

Revenue: Not Available

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