Nadav Nachum Baum

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Janney Montgomery Scott Llc
  Pittsburgh, PA

Previous Registrations

• 2006-01-10 → 2016-06-01
  Bpu Investment Management Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1) Developmental Committee Peace Initiative; to help raise money and awareness against hate and hate crimes in our community; Shady, Pittsburgh, PA 15217; Start date 09/23/2019; Development Committee; to help raise awareness and funds to support activities and programs against hate and hate crimes; 2-hrs./month; Not investment-related. 2) Golf Committee Longue Vue Country Club; Country Club Golf, social; 400 Longue Vue Dr. Verona, PA 15147; start date: 01/01/2020; Committee member, going to board member; Help to enhance the members experience at club. Duties to include helping with all aspects of the club; 6-hrs./month; 1-hr/day; Investment-related. 3) Indiana University of Pennsylvania ("IUP"), Philadelphia Street, Indiana, PA; Not investment related; Nature: Education; Position: Business Advisory Council; Duties: Council meets annually for a daylong strategy meeting. I also volunteer to help with annual events where I may be asked to secure event sponsorship or distribute flyer, etc.; Devotes 1 hr./mo.; Not compensated. 4) Baum Development Group LLC, Tampa, FL. Family LLC as Manager/Shareholder with spouse and children. Interest is real estate properties. Investment related, two hours/month. 5) Vinoy Club, Golf Club, St Petersburg, FL. Board Member (09/2026) - assist with golf tournaments and handicap mgt. Not compensated, not investment related, 1 hour/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-13
• S63 Uniform Securities Agent State Law Examination
  1986-05-15

Other Names

• Nud Baum