Alyssa Jean Albaugh
Investment adviser representative at Interchange Capital Partners
12 yearsExperience
1 stateRegistered in
$743.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Interchange Capital PartnersJun 2020 to now
- UBS Financial Services, IncApr 2019 to Jun 2020
- Millcraft HospitalityJul 2018 to Apr 2019
- Kohl'sMay 2018 to Jul 2018
- Romeo'sFeb 2017 to May 2018
- AbruzziJan 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Interchange Capital Partners
Legal name: Interchange Capital Partners, LLC
$743.6MAssets managed
218Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7098740
- Firm CRD
- 309314