Robert Charles Hapanowicz
Investment adviser representative at Hapanowicz Financial
10 yearsExperience
1 stateRegistered in
$622.3MFirm assets
15 yearsFirm in business
Are you Robert Charles Hapanowicz? Claim your profile
Contact this firm
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
10 years in the industry.
- Hapanowicz FinancialMar 2019 to now
- LPL Financial LLCSep 2018 to now
- Hapanowicz & Associates Financial Services, Inc.Aug 2018 to now
- Hapanowicz & AssociatesMay 2018 to Mar 2019
- Full-time EducationAug 2017 to May 2018
- Hapanowicz & AssociatesMay 2017 to Aug 2017
- Full-time EducationAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6499160
- Firm CRD
- 157523