Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
1yr
Chuo Loo is a fiduciary financial advisor in Pittsburgh, Pennsylvania, with 1 year in the industry. Chuo joined Interchange Capital Partners in 2025, a firm offering financial planning, investment management, and private fund management. Interchange Capital Partners reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowInterchange Capital PartnersCurrent firm
Contact Chuo
(412) 307-4230Interchange Capital Partners main office 301 Grant Street Suite 3550Pittsburgh, PA 15219Office · Get directions Firm websiteinterchangecp.com
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Questions to ask Chuo
Tailored to Chuo’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chuo
How do I contact Chuo?
Call Interchange Capital Partners at (412) 307-4230 and ask for Chuo Loo. Chuo works from the Pittsburgh, PA office.
How long has Chuo been a financial advisor?
Chuo has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Chuo hold?
Series 65. Tap any license on this page to see what it allows.
Is Chuo a fiduciary?
Chuo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chuo 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 Chuo 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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