Josiah Choy, financial advisor Melville NY

Josiah Choy

CRD Number: 5687874
Current Firm: Frisch Financial Group, Inc.

Josiah Choy (CRD# 5687874) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Frisch Financial Group, Inc. Melville, NY May 2017 - Current 3
Blackrock, Inc. New York, NY Nov 2012 - May 2017 4
The Motley Fool New York, NY Nov 2013 - Jun 2014 < 1
M Holdings Securities, Inc. Portland, OR Jun 2009 - Nov 2012 3
Chernoff Diamond Garden City, NY Jun 2009 - Oct 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Josiah Choy
Phone Number: 516-694-7900
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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