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Robert Edwin Hapanowicz

HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.·PITTSBURGH, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 6531 years registeredHAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
301 GRANT STREET, PITTSBURGH, PA 15219CRD# 1635067Firm CRD# 157523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edwin Hapanowicz · PITTSBURGH, PA
Registration
CRD #1635067 · HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. · 31 years registered
Brand Profile
Not yet started
01

Career History

HAPANOWICZ FINANCIAL
May 2011 – present
SECURITIES AMERICA ADVISORS, INC.
Jan 1995 – Jun 2011
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 3, 1995
Years registered · 31
03

Disclosure History

2002Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523 · SEC 801-72352
AUM
$497M
Regulatory assets under management
Employees
11
809 client accounts
Services offered by HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Robert Edwin Hapanowicz offer?
Robert Edwin Hapanowicz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Robert Edwin Hapanowicz's credentials?
Robert Edwin Hapanowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edwin Hapanowicz located?
Robert Edwin Hapanowicz is based in PITTSBURGH, Pennsylvania, working with HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Robert Edwin Hapanowicz charge for services?
Robert Edwin Hapanowicz's firm is compensated through percentage of aum, other: planning fees based on a percentage of client's income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.?
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. has approximately 11 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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