AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EF

Eric F. Forsythe

HAPANOWICZ FINANCIAL
PITTSBURGH, PA 15220
CRD#: 8038414
Some features on this profile are disabled
EF
Eric F ForsytheHAPANOWICZ FINANCIAL

Professional summary

Eric F Forsythe, who also goes by Eric Forsythe, is a registered financial advisor currently at HAPANOWICZ FINANCIAL located in Pittsburgh, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Eric has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Forsythe

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) - RIA

Click below to view Eric F Forsythe's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 9, 2025 - Present

HAPANOWICZ FINANCIAL

Office #1: Foster Plaza 6 681 Andersen Drive Suite 100, Pittsburgh, PA, 15220
RIA
CRD#: 157523
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
(4/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/24/2025
Uniform Investment Adviser Law 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)
Loading...

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

CRD#: 157523Pittsburgh, PA 15220

TRUST BUT VERIFY

Monitor Eric Forsythe

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andrea Lynn Robertson
Andrea RobertsonAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
SEWICKLEY (Wexford), PA
Richard Paul Sabo
Richard SaboAdvisorCheck Check Mark
J. W. COLE ADVISORS, INC.
IAR
RR
GIBSONIA, PA
Edmund Joseph Vilsack JR
Edmund VilsackAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
Canonsburg, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.