Robert Edwin Hapanowicz
Investment adviser representative at Hapanowicz Financial
37 yearsExperience
1 stateRegistered in
$622.3MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- LPL Financial LLCJun 2011 to now
- Hapanowicz FinancialMay 2011 to now
- Hapanowicz & Assoc.financial Services, Inc.(h&a Wealth Advisors)Jan 1994 to now
- Hapanowicz & AssociatesJan 1989 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hapanowicz Financial
Legal name: Hapanowicz & Associates Financial Services, Inc.
$622.3MAssets managed
652Clients
6Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635067
- Firm CRD
- 157523