Samuel Peter Hopps
Investment adviser representative at Interchange Capital Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$743.6MFirm assets
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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
11 years in the industry.
- Interchange Capital PartnersMar 2023 to now
- Industrial Scientific CorporationNov 2019 to Mar 2023
- Metro Benefits, Inc.May 2019 to Nov 2019
- Legend Financial AdvisorsDec 2017 to Apr 2019
- Beaver SteelJun 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 8122834
- Firm CRD
- 309314