Charles Lee Davis

Employer firm

Hapanowicz Financial CRD 157523

$622M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 11/2021
  Federated Securities Corp
  Pittsburgh, PA
• 02/2018 → 11/2021
  Federated Hermes, Inc.
  Pittsburgh, PA
• 08/2016 → 05/2017
  University Of Dayton
  Dayton, OH
• 06/2017 → 08/2017
  Federated Investors Inc
  Pittsburgh, PA
• 08/2017 → 12/2017
  University Of Dayton
  Dayton, OH
• 12/2017 → 02/2018
  Unemployed
  Gibsonia, PA
• 06/2018 → 11/2021
  Federated Investment Counseling
  Pittsburgh, PA
• 06/2018 → 11/2021
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA
• 06/2018 → 11/2021
  Federated Global Investment Management Corp.
  New York, NY
• 11/2021 → 05/2025
  Mfa Wealth Advisors, Llc
  Pittsburgh, PA
• 09/2022 → 05/2025
  Moralis Technologies, Llc
  Pittsburgh, PA
• 06/2025 → Present
  Hapanowicz Financial
  Pittsburgh, PA

Previous Registrations

• 2021-11-09 → 2025-05-30
  Mfa Wealth Advisors, Llc
  Pittsburgh, PA
• 2022-09-08 → 2025-05-30
  Moralis Technologies, Llc
  Pittsburgh, PA
• 2018-06-29 → 2021-11-04
  Federated Securities Corp.
  Pittsburgh, PA
• 2018-06-29 → 2021-11-04
  Federated Investment Counseling
  Pittsburgh, PA
• 2021-08-13 → 2021-11-04
  Federated Global Investment Management Corp.
  New York, NY
• 2018-07-09 → 2021-11-04
  Mdt Advisers, A Division Of Federated Mdta Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2018-06-28

Other Names

• Trey Davis