Ahmiel E. Baum

INTERCHANGE CAPITAL PARTNERS

PITTSBURGH, PA 15219

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CRD#: 703998

Professional summary

Ahmiel Eliezer Baum, CFP®, who also goes by Ahmiel E Baum, Amie E Baum, is a registered financial advisor currently at INTERCHANGE CAPITAL PARTNERS located in Pittsburgh, Pennsylvania.

Ahmiel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Ahmiel has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ahmiel E Baum | Amie E Baum

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) United Jewish Federation Investment Committee - Not investment related - Pittsburgh, PA - Endowment - Committee Member - 1979 - Less than one hour per month - 0 trading hours - Review for our investment consultants recommendations around management of the endowment dollars. I am one of 20-25 committee members that has a vote. 2) 02/1980 Independent Licensed insurance Agent; Investment Related; Pittsburgh, PA; Life insurance, long term care, fixed and variable 3) Jewish Community Foundation. Non-Investment Related. 2000 Technology Drive, Pittsburgh, PA 15219. 501c3, Chairman. Start 9/2020. Advocate for the foundation. 4) Melbee, LLC. Non-Investment Related. 845 OLD MILL RD PITTSBURGH, PA 15238. E-Commerce sales. Owner and Founder. Start 07/13/2021. Owner and operator of E-commerce company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ahmiel Eliezer Baum's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

June 12, 2020 - Present

INTERCHANGE CAPITAL PARTNERS

Office #1: 301 Grant Street Suite 3550, Pittsburgh, PA 15219

RIA

CRD#: 309314

PITTSBURGH, PA

Past

June 12, 2020 - May 18, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Pittsburgh, PA

Past

April 5, 1993 - July 6, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PITTSBURGH, PA

Past

April 3, 1993 - July 6, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PITTSBURGH, PA

Past

April 11, 1988 - April 8, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 19, 1980 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS | INTERCHANGE CAPITAL PARTNERS, LLC

CRD#: 309314 / SEC#: 801-118862

RIA

Registered Investment Advisory firm - (6/8/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/1/2021)

IAR

Pennsylvania
(6/15/2020)

IAR

Texas
(6/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/29/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/1980

General Securities Representative Examination

Current Firm

INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS | INTERCHANGE CAPITAL PARTNERS, LLC

CRD#: 309314 / SEC#: 801-118862

RIA

Registered Investment Advisory firm - (6/8/2020 Approved)

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Contact information

Main Address

301 Grant Street Suite 3550, Pittsburgh, PA 15219

Mailing Address

Phone number

(412) 307-4230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTERCHANGE CAPITAL PARTNERS, LLC ADV BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	1,266
AUM (Assets Under Management)	$ 595,946,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
11/25/2024	Cover Page	Report
12/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ahmiel E. Baum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ahmiel Eliezer Baum's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

INTERCHANGE CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/1992

Series 63

Date: 1/29/1980

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/19/1980

Current Firm

INTERCHANGE CAPITAL PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTERCHANGE CAPITAL PARTNERS

TRUST BUT VERIFY

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