Frisch Financial Group, Inc.

Frisch Financial Group, Inc. (CRD# 126524) is a financial advisory firm headquartered in Melville, NY. They manage $564,931,926 in 1,375 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    565
    MILLION
  • Total Number of Accounts
    1,375
    ACCOUNTS
  • Average Account Value
    $410,860
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
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.

CA, CT, FL, NH, NJ, NY, TX

Financial Advisors at Frisch Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Josiah Choy
CRD#: 5687874
445 Broad Hollow Road, Suite 215, Melville, NY 11747

Josiah Choy (CRD# 5687874) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 12 years of experience in the finance industry.

2
David A. Frisch
CRD#: 4547053
445 Broad Hollow Road, Suite 215, Melville, NY 11747

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.

3
Shawn P. Gallagher
CRD#: 4821553
445 Broad Hollow Road, Suite 215, Melville, NY 11747

Shawn Gallagher (CRD# 4821553) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 16 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.

4
Jason M. Sacks
CRD#: 2902189
Melville, NY 11747

Jason Sacks (CRD# 2902189) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 23 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.

5
Joyce A. Streithorst
CRD#: 4358107
445 Broad Hollow Road, Suite 215, Melville, NY 11747

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.

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