RH
RH

Robert Charles Hapanowicz

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
622 clients
Average Client Portfolio
$924K average
Assets Under Management
$574.7M

Fee Structure

Minimum Investment:$1M
Loading...

Location

Foster Plaza 6, 681 Andersen Drive, Suite 100, Pittsburgh, PA, 15220

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert operates under several DBAs through Hapanowicz & Associates Financial Services, Inc., an independent investment advisor firm, providing investment advisory and administrative services. These activities take nearly full-time hours.

Employment History
Current Registrations
Hapanowicz Financial
March 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
March 2019 - Present · 6 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.