Hapanowicz & Associates Wealth Management

Hapanowicz & Associates Wealth Management (CRD# 157523) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $454,071,735 in 776 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

https://www.linkedin.com/company/40747958/admin/

By the Numbers

Total Assets Under Management

454

MILLION
Total Number of Accounts

776

ACCOUNTS
Average Account Value

$585,144

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, OH, PA

Financial Advisors at Hapanowicz & Associates Wealth Management

Showing 1 - 5 of 5 top financial advisors.

1

Bernard E. Carter

CRD#: 2269889

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Bernard Carter (CRD# 2269889) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 31 years of experience in the finance industry.

2

CRD#: 1513737

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Gibb (CRD# 1513737) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 32 years of experience in the finance industry. Robert Gibb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3

Robert E. Hapanowicz

CRD#: 1635067

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Hapanowicz (CRD# 1635067) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 36 years of experience in the finance industry.

4

Robert C. Hapanowicz

CRD#: 6499160

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Robert Hapanowicz (CRD# 6499160) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 4 years of experience in the finance industry.

5

Christina M. Simmonds

CRD#: 6065594

301 Grant Street, Suite 2550, Pittsburgh, PA 15219

Christina Simmonds (CRD# 6065594) is an Investment Advisor Representative working at Hapanowicz & Associates Wealth Management in Pittsburgh, PA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals