HIGHROAD WEALTH ADVISORS, LLC
CRD #331566 SEC #801-130463 COOS BAY, OR 541-266-7623
SEC Registered
Total AUM
$171M
Discretionary
$171M
Employees
3
Clients
10
Accounts
315
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| FINNIGAN, JASON, MAURICE | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| SNODDY, JOSHUA, JAMES | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (2)
OR WA
Address
170 S. 2ND STREET, SUITE 201COOS BAY, OR 97420
United States
Phone: 541-266-7623