Frisch Financial Group, Inc.

Frisch Financial Group, Inc. (CRD# 126524) is a financial advisory firm headquartered in Melville, NY. They manage $334,751,711 in 1,151 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $290,836
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
  • Other
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.

AZ, CA, CT, DC, DE, FL, IA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, PR, RI, SC, TX, VA, VT, WI, WV

Financial Advisors at Frisch Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jason M. Sacks
CRD#: 2902189
445 Broad Hollow Road, Suite 215, Melville, NY 11747
101
Wealthminder
score

Jason Sacks (CRD# 2902189) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 20 years of experience in the finance industry. Jason Sacks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Shawn P. Gallagher
CRD#: 4821553
445 Broad Hollow Road, Suite 215, Melville, NY 11747
96
Wealthminder
score

Shawn Gallagher (CRD# 4821553) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 13 years of experience in the finance industry. Shawn Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David A. Frisch
CRD#: 4547053
445 Broad Hollow Road, Suite 215, Melville, NY 11747
90
Wealthminder
score

David Frisch (CRD# 4547053) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has 1 year of experience in the finance industry. David Frisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joyce A. Streithorst
CRD#: 4358107
445 Broad Hollow Road, Suite 215, Melville, NY 11747
90
Wealthminder
score

Joyce Streithorst (CRD# 4358107) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has 1 year of experience in the finance industry. Joyce Streithorst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jignesh Patel
CRD#: 4264245
445 Broad Hollow Road, Suite 215, Melville, NY 11747
83
Wealthminder
score

Jignesh Patel (CRD# 4264245) 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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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.