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CFP
AB
CFP

Ahmiel Eliezer Baum

Interchange Capital Partners
45 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningBusiness OwnersHigh Net Worth
Interchange Capital Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$595.9M

Fee Structure

Location

301 Grant Street, Suite 3550, Pittsburgh, PA, 15219

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Regulatory
March 1999
Final
Customer Dispute
January 1998
Settled
Customer Dispute
November 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ahmiel is a committee member for the United Jewish Federation Investment Committee, dedicating minimal time. He is also an independent licensed insurance agent since 1980, chairman of the Jewish Community Foundation, and owner/founder of Melbee, LLC, an e-commerce company.

Employment History
Current Registrations
Interchange Capital Partners
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - May 2022 · 1 yr 11 mos
UBS Financial Services INC.
April 1993 - July 2020 · 27 yrs 3 mos
UBS Financial Services INC.Broker
April 1993 - July 2020 · 27 yrs 3 mos
Lehman Brothers INC.Broker
April 1988 - April 1993 · 5 yrs
E. F. Hutton & Company INCBroker
January 1980 - April 1988 · 8 yrs 3 mos
State Registrations3 states
FLPATX
Advisor
Exams
No exam information available for this advisor.
Ahmiel Eliezer Baum - Financial Advisor | TrueAdvisor