Financial ADVSR advisor directory · SEC adviser records
Interchange Capital Partners financial advisors in Pittsburgh, PA
Every SEC-registered investment adviser representative at a Interchange Capital Partners office in Pittsburgh, A to Z.
8 registered advisors work at Interchange Capital Partners in Pittsburgh, out of 8 at the firm nationwide; it ranks number 50 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Interchange Capital Partners advisors in Pittsburgh, A to Z
Every Interchange Capital Partners advisor →- Alyssa J. AlbaughInvestment adviser rep
- Ahmiel E. BaumCertified Financial Planner
- Brian D. BaumCertified Financial Planner
- Christopher M. DuerrCertified Financial Planner, Chartered Financial Analyst
- Peter J. ErinChartered Financial Analyst
- Samuel P. HoppsCertified Financial Planner
- Chuo L. LooInvestment adviser rep
- Kendra L. ReillyCertified Financial Planner
Interchange Capital Partners advisors in every city and state →Interchange Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Pittsburgh
All Pittsburgh advisors →Federated Securities Corp. 163Federated Investment Counseling 131PNC Wealth Management LLC 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 64LPL Financial LLC 60Morgan Stanley 57Federated Global Investment Management Corp. 52Mdt Advisers, A Division Of Federated Mdta LLC 51Equitable Advisors, LLC 43Ameriprise Financial Services, LLC 41Park Avenue Securities LLC 34Janney Montgomery Scott LLC 32
Questions
How many financial advisors does Interchange Capital Partners have in Pittsburgh?
8 investment adviser representatives are registered at Interchange Capital Partners offices in Pittsburgh, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Interchange Capital Partners one of the largest advisor employers in Pittsburgh?
Interchange Capital Partners ranks number 50 in Pittsburgh by registered advisors; Federated Securities Corp. has the most, with 163.
How do I check a Interchange Capital Partners advisor in Pittsburgh?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Interchange Capital Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.