Brian Baum

from Interchange Capital Partners
SEC regulated
Regulated Investment Advisor
Brian Baum is a financial advisor based in Pennsylvania, Pittsburgh, with 12 years of experience. Brian currently works for Interchange Capital Partners. Brian maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Baum works at Interchange Capital Partners
Interchange Capital Partners is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $269,644,276 of assets under management and employs about 9 people. Interchange Capital Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
301 Grant Street, Suite 3550, Pittsburgh, Pennsylvania, 15219

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