Robert
Hapanowicz
Hapanowicz & Associates Wealth Management
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About this Advisor
Robert Hapanowicz is a financial advisor operating in Pittsburgh, Pennsylvania who has 4 years of relevant experience. Hapanowicz is on the advisory team at Hapanowicz & Associates Wealth Management. Their career trajectory has included roles at Hapanowicz & Associates, Full-Time Education, Lpl Financial LLC and Hapanowicz & Associates Financial Services, Inc. Hapanowicz has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Hapanowicz & Associates Wealth Management is an advisory firm based out of Pittsburgh, PA. It administers $454 million in assets under management across its 776 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 776 accounts, 29% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fee schedules vary depending on the type of services provided. Fees charged by Hapanowicz & Associates Wealth Management may include some combination 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
Robert Hapanowicz Work History
Robert has been registered as a financial advisor for 4 years.*
Hapanowicz & Associates Financial Services, Inc
Lpl Financial LLC
Hapanowicz & Associates
Hapanowicz & Associates Financial Services, Inc
Hapanowicz & Associates
Full-Time Education
Hapanowicz & Associates
Full-Time Education
Hapanowicz & Associates
Full-Time Education
Full-Time Education
*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 Robert Hapanowicz 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
