Unclaimed Profile

Jason Matthew Sacks

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredFRISCH 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. · 22 years registered

Brand Profile

Not yet started

Career History

FRISCH FINANCIAL GROUP, INC.

Feb 2011 – present

TD WATERHOUSE INVESTOR SERVICES, INC.

Jun 2004 – Feb 2006

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 17, 2004

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 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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