ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Pittsburgh
15yrs

Christopher Duerr

Financial advisor at Interchange Capital Partners

Christopher Duerr is a fiduciary financial advisor in Pittsburgh, Pennsylvania, with 15 years in the industry. After seven years at UBS Financial Services, Christopher joined Interchange Capital Partners in 2022, a firm offering financial planning, investment management, and private fund management. Christopher’s designations include CFA and CFP®.

One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.

Pittsburgh, PA 15219CFACFP®Top 25% by experience at Interchange Capital PartnersFiduciary advisor
Call the officeDirections

At a glance

Experience15 years (since 2012)
How that compares ?Top 25% by experience at Interchange Capital Partners
Office301 Grant Street Suite 3550, Pittsburgh, PA 15219
How the firm is paid ?Percent of assets, Flat fee, Performance fee, Other
Typical client at the firm ?$3.31 million
Advisors at the firm8
States licensed ?1 state

Services through Interchange Capital Partners

Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFACFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2013 – 2020

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Interchange Capital Partners at (412) 307-4230 and ask for Christopher Duerr. Christopher works from the Pittsburgh, PA office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2012, about 15 years. Top 25% by experience at Interchange Capital Partners.

What licenses does Christopher hold?

Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Interchange Capital Partners reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains, other fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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