Claim Profile
Unclaimed Profile
NB

Nadav Nachum Baum

BPU INVESTMENT MANAGEMENT, INC.·PITTSBURGH, Pennsylvania
SIE, Series 7, Series 24, Series 31, Series 63, Series 6520 years registeredBPU INVESTMENT MANAGEMENT, INC.
ONE OXFORD CENTER, PITTSBURGH, PA 15219CRD# 1484811Firm CRD# 17058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nadav Nachum Baum · PITTSBURGH, PA
Registration
CRD #1484811 · BPU INVESTMENT MANAGEMENT, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

May 2016present
Jan 2006Jun 2016
PITTSBURGH, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · January 10, 2006
Years registered · 20
03

Disclosure History

2017Regulatory·Final
2016Customer Dispute·Withdrawn
2009Regulatory·Final
2008Customer Dispute·Closed-No Action
2007Customer Dispute·Settled
2006Customer Dispute·Settled
2006Customer Dispute·Settled
2006Customer Dispute·Settled
2006Customer Dispute·Settled
2006Customer Dispute·Settled
2006Customer Dispute·Settled
2004Customer Dispute·Denied
2004Customer Dispute·Settled
2003Customer Dispute·Award / Judgment
2001Customer Dispute·Denied
2001Customer Dispute·Settled

16 disclosure events on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
BPU INVESTMENT MANAGEMENT, INC.
CRD 17058 · SEC 801-60229
AUM
$517M
Regulatory assets under management
Employees
24
1,932 client accounts
Services offered by BPU INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Nadav Nachum

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nadav Nachum is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Nadav Nachum Baum offer?
Nadav Nachum Baum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Nadav Nachum Baum's credentials?
Nadav Nachum Baum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nadav Nachum Baum located?
Nadav Nachum Baum is based in PITTSBURGH, Pennsylvania, working with BPU INVESTMENT MANAGEMENT, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Nadav Nachum Baum charge for services?
Nadav Nachum Baum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BPU INVESTMENT MANAGEMENT, INC.?
BPU INVESTMENT MANAGEMENT, INC. has approximately 24 employees and manages $517M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →