Christina
Simmonds
Hapanowicz & Associates Wealth Management
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About this Advisor
Christina Simmonds is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 7 years of relevant experience. Simmonds currently works for Hapanowicz & Associates Wealth Management. During their career, Simmonds has held roles at Hapanowicz & Associates, Duquesne University, Lpl Financial LLC and Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors). Simmonds has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Hapanowicz & Associates Wealth Management is a registered investment firm operating out of Pittsburgh, PA. It has $454 million in total assets between its 776 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 776 client accounts, 29% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees typically are based on the financial services offered. Fees billed by Hapanowicz & Associates Wealth Management most likely are comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hapanowicz & Associates Wealth Management Brokerage Details
$454,071,735
10
776
$585,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Christina Simmonds Work History
Christina has been registered as a financial advisor for 7 years.*
Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors)
Lpl Financial LLC
Hapanowicz & Associates
Duquesne University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christina Simmonds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hapanowicz & Associates Wealth Management
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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