Investment adviser representative · Interchange Capital Partners
Ahmiel E. Baum
CRD 703998 · Pittsburgh, PA
At a glance
Ahmiel E. Baum is an investment adviser representative with Interchange Capital Partners in Pittsburgh, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ahmiel’s SEC record dates to 1993, about 33 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Interchange Capital PartnersSince June 2020Pittsburgh, PA · $744M in regulatory assets
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Ahmiel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Interchange Capital Partners
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- Christopher M. DuerrPittsburgh · Certified Financial Planner, Chartered Financial Analyst
- Peter J. ErinPittsburgh · Chartered Financial Analyst
- Samuel P. HoppsPittsburgh · Certified Financial Planner
- Chuo L. LooPittsburgh
- Kendra L. ReillyPittsburgh · Certified Financial Planner
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