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Brian David Baum

Interchange Capital Partners

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About Brian David Baum

Brian Baum is a financial professional with over a decade of experience in the industry. Brian's expertise includes financial planning, portfolio management, and business consulting. He is a Certified Financial Planner (CFP®) and has earned the Series 66, 7, 31, and SIE licenses. Brian currently works for Interchange Capital Partners, a firm based in Pittsburgh, Pennsylvania. Prior to joining Interchange Capital Partners, Brian was a Financial Advisor at UBS Financial Services and a Financial Advisor at Purshe Kaplan Sterling Investments.

Firm Information

Brian Baum is currently registered with Interchange Capital Partners. Interchange Capital Partners is an investment advisor headquartered in Pittsburgh, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and other advisory services, including business consulting and selection of other advisors. Interchange Capital Partners manages approximately $269.6 million in assets for 376 accounts, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.
Interchange Capital Partners

301 GRANT STREET

PITTSBURGH, PA 15219

$269.64M

Assets Under Management

Not reported

Total Clients

4

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 individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting services

Business consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Referral fees

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Brian Baum’s Registration & Firm History

PA

06/12/2020 - Present

Interchange Capital Partners (PITTSBURGH PA)

PA

06/12/2020 - 10/05/2021

PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)

PA

09/11/2012 - 07/06/2020

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 10/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 09/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian David Baum.
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