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Shawn C Hapanowicz

Fairway Wealth Management LLC

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About Shawn C Hapanowicz

Shawn Hapanowicz is a financial advisor with Fairway Wealth Management LLC. Shawn has been working in the financial industry since 2004. Shawn is registered with the state of Ohio and has a Series 66, Series 7 and Series 9 license.

Firm Information

Shawn Hapanowicz is currently registered with Fairway Wealth Management LLC. Fairway Wealth Management LLC is an independent wealth management firm based in Independence, OH. They provide a range of services to high-net-worth individuals, corporations, and other businesses, including financial planning, credit and cash management, insurance solutions, and portfolio management. They manage over $2.3 billion in assets, with a strong focus on personalized investment strategies and a commitment to building long-term client relationships.
Fairway Wealth Management LLC

6055 ROCKSIDE WOODS BLVD.

INDEPENDENCE, OH 44131

$2.35B

Assets Under Management

Not reported

Total Clients

14

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Shawn Hapanowicz’s Registration & Firm History

OH

01/09/2024 - Present

Fairway Wealth Management LLC (INDEPENDENCE OH)

OH

05/03/2021 - 08/31/2022

MORGAN STANLEY (Westlake OH)

OH

08/25/2017 - 04/14/2021

WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)

OH

04/07/2011 - 08/17/2016

MORGAN STANLEY (CLEVELAND OH)

OH

08/12/2008 - 04/14/2011

WELLS FARGO ADVISORS, LLC (WESTLAKE OH)

NJ

05/07/2007 - 11/29/2007

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

10/20/2004 - 06/01/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn C Hapanowicz.
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