Unclaimed Profile

Jason Matthew Sacks

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York

Clean recordFRISCH FINANCIAL GROUP, INC.

445 BROAD HOLLOW ROAD, MELVILLE, NY 11747CRD# 2902189Firm CRD# 126524

Profile Verification

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

Identity

Jason Matthew Sacks · MELVILLE, NY

Registration

CRD #2902189 · FRISCH FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Matthew Sacks 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

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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# 2902189

Firm CRD# 126524

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Matthew Sacks offer?

Jason Matthew Sacks specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are Jason Matthew Sacks's credentials?

Jason Matthew Sacks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Matthew Sacks located?

Jason Matthew Sacks 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 Jason Matthew Sacks charge for services?

Jason Matthew Sacks'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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