Alyssa Jean Albaugh
Investment Adviser Representative at Interchange Capital Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alyssa Jean Albaugh is an investment adviser representative with Interchange Capital Partners in Pittsburgh, PA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Interchange Capital PartnersJul 2024 – no end date reportedPittsburgh, PA
- Interchange Capital PartnersJun 2020 – Jul 2024Pittsburgh, PA
- UBS Financial Services, IncApr 2019 – Jun 2020Pittsburgh, PA
- Millcraft HospitalityJul 2018 – Apr 2019Huntingdon, PA
- Kohl'sMay 2018 – Jul 2018Huntingdon, PA
- Romeo'sFeb 2017 – May 2018Indiana, PA
- AbruzziJan 2014 – Dec 2017Irwin, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Interchange Capital Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Business consulting and family advisory, liquidity and succession solutions, and family office and private wealth management. Services include developing liquidity strategies, aligning owner visions, leadership transition planning, family liquidity policy development, entity and ownership structure review, and exit strategy planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-118862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 17, 2026
View full firm profileOther advisors at Interchange Capital Partners
7 other advisors in the directory
Similar advisors in Pittsburgh, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alyssa Jean Albaugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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