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Brian David Baum

INTERCHANGE CAPITAL PARTNERS, LLC·PITTSBURGH, Pennsylvania
SIE, Series 7, Series 31, Series 66CFPClean record13 years registeredINTERCHANGE CAPITAL PARTNERS, LLC
301 GRANT STREET, PITTSBURGH, PA 15219CRD# 5932958Firm CRD# 309314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian David Baum · PITTSBURGH, PA
Registration
CRD #5932958 · INTERCHANGE CAPITAL PARTNERS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

INTERCHANGE CAPITAL PARTNERS
Jun 2020 – present
UBS FINANCIAL SERVICES INC.
Feb 2013 – Jul 2020
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 66
Registration record
First registered · February 14, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTERCHANGE CAPITAL PARTNERS, LLC
CRD 309314 · SEC 801-118862
AUM
$270M
Regulatory assets under management
Employees
9
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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05

Frequently Asked Questions

What services does Brian David Baum offer?
Brian David Baum specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Brian David Baum's credentials?
Brian David Baum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian David Baum located?
Brian David 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 Brian David Baum charge for services?
Brian David 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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Other Advisors at INTERCHANGE CAPITAL PARTNERS, LLC

Ahmiel Eliezer Baum
PITTSBURGH, PA
CFP
Kendra Lynn Reilly
PITTSBURGH, PA
CFP

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