Alex Zazubec
Highland Wealth Advisory · Rochester, New York
Alex Zazubec is a fee-only financial advisor at Highland Wealth Advisory in Rochester, New York. Alex charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
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Facts
| Firm | Highland Wealth Advisory |
|---|---|
| Based in | Rochester, New York |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| SEC registration | Investment adviser representative in NY · CRD 4848692 |
| Exams passed | Series 63 (2004) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.highlandwealthadvisory.com |
| Profile |
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Questions about Alex
Is Alex Zazubec a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Highland Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
Where is Alex Zazubec based?
Alex Zazubec is based in Rochester, New York.
Is Alex Zazubec registered with the SEC?
Yes. Alex Zazubec is registered as an investment adviser representative in NY (CRD 4848692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Alex Zazubec?
Through Alex's website, www.highlandwealthadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Highland Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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