Unclaimed Profile

David Andrew Frisch

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York

Clean record22 years registeredFRISCH 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. · 22 years registered

Brand Profile

Not yet started

Career History

FRISCH FINANCIAL GROUP, INC.

Feb 2011 – present

FRISCH FINANCIAL GROUP, INC.

Sep 2003 – Jan 2011

MELVILLE, NY

Registrations & Exams

Registration record

First registered · September 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRISCH FINANCIAL GROUP, INC.

CRD 126524 · SEC 801-62300

AUM

$721M

Regulatory assets under management

Employees

1,539 client accounts

Services offered by FRISCH FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FRISCH FINANCIAL GROUP, INC. →

Introduction

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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.

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