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Ryan William Blodgett

Ryan W. Blodgett

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CRD#: 6594538
Ryan William Blodgett

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan William Blodgett was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2022. Ryan had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

Ryan Blodgett is the Director of Operations, Retirement Plan Services at H&A. Ryan is responsible for maintaining operational productivity and efficiency throughout the office. His focus at H&A revolves around ensuring and maintaining compliance and providing outstanding client service. In his oversight of H&A operations, he continuously interacts with vendors, as well as LPL Financial. He also manages the administration of H&A’s qualified retirement plans. Ryan believes that the strongest relationships develop by doing whatever it takes to make clients’ lives a little easier, and by always going the extra mile. Ryan has more than 18 year of experience in financial operations, servicing both retail and institutional clients. Prior to working with H&A, Ryan worked for BNY Mellon as a manager in Asset Servicing. Ryan holds a Bachelor of Arts in Business Administration from Washington and Jefferson College.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 15, 2024 - April 20, 2026

HAPANOWICZ FINANCIAL

RIA
CRD#: 157523
PITTSBURGH, PA
Past

September 30, 2022 - January 2, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HAPANOWICZ FINANCIAL
H & A RETIREMENT ADVISORS | HAPANOWICZ FINANCIAL | HAPANOWICZ AND ASSOCIATES FINANCIAL SERVICES, INC. | HAPANOWICZ AND ASSOCIATES | HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. | HAPANOWICZ & ASSOCIATES | HAPANOWICZ | H&A WEALTH MANAGEMENT | H&A WEALTH ADVISORS, H&A RETIREMENT ADVISORS | H&A WEALTH | H&A INVESTMENT MANAGEMENT AND WEALTH ADVISORS | H&A INVESTMENT AND WEALTH ADVISORS | H & A WEALTH ADVISORS

CRD#: 157523 / SEC#: 801-72352

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/31/2022
Securities Industry Essentials Examination

Current Firm

HF
HAPANOWICZ FINANCIAL
H & A RETIREMENT ADVISORS | HAPANOWICZ FINANCIAL | HAPANOWICZ AND ASSOCIATES FINANCIAL SERVICES, INC. | HAPANOWICZ AND ASSOCIATES | HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT | HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC. | HAPANOWICZ & ASSOCIATES | HAPANOWICZ | H&A WEALTH MANAGEMENT | H&A WEALTH ADVISORS, H&A RETIREMENT ADVISORS | H&A WEALTH | H&A INVESTMENT MANAGEMENT AND WEALTH ADVISORS | H&A INVESTMENT AND WEALTH ADVISORS | H & A WEALTH ADVISORS

CRD#: 157523 / SEC#: 801-72352

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
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Contact information

Main Address
Foster Plaza 6 681 Andersen Drive Suite 100, Pittsburgh, PA, 15220
Mailing Address
Phone number
(412) 261-5966
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/23/2026)
ADV PART 2A APPENDIX 1 (1/23/2026)

Regulatory assets under management

Total Number of Accounts1,016
AUM (Assets Under Management)$ 622,317,239

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HAPANOWICZ FINANCIAL

Director of Operations, Retirement Plan ServicesCRD#: 157523

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