Ryan W. Blodgett
HAPANOWICZ FINANCIAL | Director of Operations, Retirement Plan Services
PITTSBURGH, PA 15220
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CRD#: 6594538
Professional summary
Ryan William Blodgett is a registered financial advisor currently at HAPANOWICZ FINANCIAL located in Pittsburgh, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has 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"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan William Blodgett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 15, 2024 - Present
HAPANOWICZ FINANCIAL
Office #1: Foster Plaza 6 681 Andersen Drive Suite 100, Pittsburgh, PA, 15220RIA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(10/15/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 1,016 |
| AUM (Assets Under Management) | $ 622,317,239 |
Red Flags
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Company Information
HAPANOWICZ FINANCIAL
Director of Operations, Retirement Plan ServicesCRD#: 157523Pittsburgh, PA 15220TRUST BUT VERIFY
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Contact information
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