Frisch Financial Group, Inc.
Frisch Financial Group, Inc. (CRD# 126524) is a financial advisory firm headquartered in Melville, NY. They manage $480,913,392 in 1,309 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management481MILLION
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Total Number of Accounts1,309ACCOUNTS
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Average Account Value$367,390
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, NH, NJ, NY, TX
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.
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.
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.
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.
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.