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Christopher Michael Duerr

Interchange Capital Partners

Pittsburgh, PA

CRD 5970538

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Employer firm

Interchange Capital Partners CRD 309314

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Interchange Capital Partners

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-19
  • PA RA
    APPROVED
    Since 2022-01-19

Branch Locations

301 Grant Street Suite 3550, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Pittsburgh PA 04/2013 07/2020
Interchange Capital Partners Pittsburgh PA 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-24
  • S66 Uniform Combined State Law Examination
    2012-02-24
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Chris Michael Duerr

View on SEC IAPD

Nearby Firms

ALLEGHENY FINANCIAL GROUP
ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP

Nearby Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR

Nearby Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA

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