Best Investors
Account
Sign in
Best Investors
Account
Sign in
Hapanowicz Financial CRD 157523
$622M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Foster Plaza 6, 681 Andersen Drive Suite 100, Pittsburgh, PA 15220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-15 |
Branch Locations
Foster Plaza 6, 681 Andersen Drive Suite 100, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Pittsburgh | PA | 12/2015 | Present |
| Hapanowicz & Assoc Financial Services Inc | Pittsburgh | PA | 01/2016 | Present |
1) 9/2022 - DBA for LPL Business (entity for LPL business) - H&A Wealth Management - Investment Related - Pittsburgh, PA 15219 2) 9/2022 - DBA for LPL Business (entity for LPL business) - Hapanowicz & Associates Wealth Management - Investment Related - Pittsburgh, PA 15219
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
Reach out to this advisor