Unclaimed Profile

David Andrew Frisch

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York

Clean recordFRISCH FINANCIAL GROUP, INC.

445 BROAD HOLLOW ROAD, MELVILLE, NY 11747CRD# 4547053Firm CRD# 126524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Andrew Frisch · MELVILLE, NY

Registration

CRD #4547053 · FRISCH FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Andrew Frisch is a registered financial advisor based in MELVILLE, New York, affiliated with FRISCH FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FRISCH FINANCIAL GROUP, INC.

AUM

$721M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRISCH FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4547053

Firm CRD# 126524

View on FINRA BrokerCheck →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Browse MELVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Andrew Frisch offer?

David Andrew Frisch specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are David Andrew Frisch's credentials?

David Andrew Frisch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Andrew Frisch located?

David Andrew Frisch is based in MELVILLE, New York, working with FRISCH FINANCIAL GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does David Andrew Frisch charge for services?

David Andrew Frisch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FRISCH FINANCIAL GROUP, INC.?

FRISCH FINANCIAL GROUP, INC. has approximately 15 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →