Elisea Frishberg Advisory Group, LLC

Elisea Frishberg Advisory Group, LLC (CRD# 159032) is a financial advisory firm headquartered in Bay Harbor Island, FL. They manage $5,447,856 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $61,212
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Elisea Frishberg Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Elisea T. Frishberg
CRD#: 2092508
1160 Kane Concourse, Suite 204, Bay Harbor Islands, FL 33154
93
Wealthminder
score

Elisea Frishberg (CRD# 2092508) is an Investment Advisor Representative working at Elisea Frishberg Advisory Group, LLC in Bay Harbor Islands, FL and has over 22 years of experience in the finance industry.

2
Derick E. Facey
CRD#: 6652405
1160 Kane Concourse, Suite 204, Bay Harbor Islands, FL 33154
90
Wealthminder
score

Derick Facey (CRD# 6652405) is an Investment Advisor Representative working at Elisea Frishberg Advisory Group, LLC in Bay Harbor Islands, FL and has over 2 years of experience in the finance industry.

3
John V. Crocker
CRD#: 6560576
1160 Kane Concourse, Suite 204, Bay Harbor Islands, FL 33154
87
Wealthminder
score

John Crocker (CRD# 6560576) is an Investment Advisor Representative working at Elisea Frishberg Advisory Group, LLC in Bay Harbor Islands, FL and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.