Frisch Financial Group, Inc.

Frisch Financial Group, Inc. (CRD# 126524) is a financial advisory firm headquartered in Melville, NY. They manage $720,848,515 in 1,539 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    1,539
    ACCOUNTS
  • Average Account Value
    $468,388
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Frisch Financial Group, Inc.
Showing 1 - 6 of 6 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 15 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.

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 19 years of experience in the finance industry.

4
Jason M. Sacks
CRD#: 2902189
445 Broad Hollow Road, Suite 215, Melville, NY 11747

Jason Sacks (CRD# 2902189) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 26 years of experience in the finance industry.

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.

6
Peter Vitale
CRD#: 2734872
445 Broad Hollow Road, Suite 215, Melville, NY 11747

Peter Vitale (CRD# 2734872) is an Investment Advisor Representative working at Frisch Financial Group, Inc. in Melville, NY and has over 26 years of experience in the finance industry.

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