Unclaimed Profile

Ahmiel Eliezer Baum

INTERCHANGE CAPITAL PARTNERS, LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 63, Series 65, Series 99TOCFP33 years registeredINTERCHANGE CAPITAL PARTNERS, LLC

301 GRANT STREET, PITTSBURGH, PA 15219CRD# 703998Firm CRD# 309314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ahmiel Eliezer Baum · PITTSBURGH, PA

Registration

CRD #703998 · INTERCHANGE CAPITAL PARTNERS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

INTERCHANGE CAPITAL PARTNERS

Jun 2020 – present

UBS FINANCIAL SERVICES INC.

Apr 1993 – Jul 2020

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · April 5, 1993

Years registered · 33

Professional designation · CFP

Disclosure History

2005Customer Dispute·Denied

1999Regulatory·Final

1998Customer Dispute·Settled

1987Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTERCHANGE CAPITAL PARTNERS, LLC

CRD 309314 · SEC 801-118862

AUM

$270M

Regulatory assets under management

Employees

376 client accounts

Services offered by INTERCHANGE CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at INTERCHANGE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Ahmiel Eliezer Baum offer?

Ahmiel Eliezer Baum specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Ahmiel Eliezer Baum's credentials?

Ahmiel Eliezer Baum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ahmiel Eliezer Baum located?

Ahmiel Eliezer Baum is based in PITTSBURGH, Pennsylvania, working with INTERCHANGE CAPITAL PARTNERS, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Ahmiel Eliezer Baum charge for services?

Ahmiel Eliezer Baum's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERCHANGE CAPITAL PARTNERS, LLC?

INTERCHANGE CAPITAL PARTNERS, LLC has approximately 9 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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