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Bernard Elwood Carter

Hapanowicz & Associates Wealth Management

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About Bernard Elwood Carter

Bernard Elwood Carter is a financial advisor with over 20 years of experience in the industry. Bernard is currently registered with Hapanowicz & Associates Wealth Management and holds Series 7, Series 31, Series 63 and Series 66 licenses. Bernard also holds the Chartered Financial Analyst designation. Bernard has previously worked with Janney Montgomery Scott LLC and Morgan Stanley DW INC.

Firm Information

Bernard Carter is currently registered with Hapanowicz & Associates Wealth Management. Hapanowicz & Associates Wealth Management is a wealth management firm based in Pittsburgh, Pennsylvania, with over 497 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and qualified retirement plans. The firm also offers educational seminars to help clients better understand their financial options. Hapanowicz & Associates Wealth Management is a registered investment advisor with the Securities and Exchange Commission.
Hapanowicz & Associates Wealth Management

301 GRANT STREET

PITTSBURGH, PA 15219

$497.45M

Assets Under Management

13

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning fees based on a percentage of client's income

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Bernard Carter’s Registration & Firm History

PA

10/09/2014 - Present

Hapanowicz & Associates Wealth Management (PITTSBURGH PA)

PA

08/24/2005 - 09/23/2005

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

NY

09/15/1992 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/07/1994

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Elwood Carter.
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