Frisch Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Frisch Financial Group is a registered investment adviser managing approximately $931.6 million on behalf of about 601 clients and supported by a seven-advisor team. The firm provides discretionary and non-discretionary portfolio management and, when requested, financial planning and related consulting for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans.
The firm constructs diversified portfolios across equities, fixed income, mutual funds, ETFs and options, and may allocate portions of client assets to unaffiliated sub‑advisors while retaining supervisory oversight and ongoing monitoring and rebalancing. Frisch Financial primarily recommends Schwab as custodian, uses third‑party reporting via ByAllAccounts for held‑away assets, and discloses that it employs AI tools for marketing and meeting transcription but not for making investment decisions.
Noteworthy operational features include an uncommon multi‑office footprint (five offices) for a team firm and the disclosure of third‑party ratings in its materials, along with participation in the Schwab Advisor Network and receipt of custodial support services. The firm also notes occasional trustee engagements, an investment in WealthRamp used for referrals, and an explicit statement that it does not accept performance‑based fees, which distinguish aspects of its referral and custody arrangements from many peers.
Client services
Expertise
Fee options
Account minimum: $1,000,000 Minimum fee: $2,500 quarterly minimum fee
Main office
445 Broad Hollow Road, Suite 215
Melville NY 11747
Advisors at this office
6
Most active in
California · Connecticut · Florida · Massachusetts · Nevada · New Hampshire · New Jersey · New York · North Carolina · Oklahoma · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joyce S
CFP®
Melville, NY
Frisch Financial Group, Inc.
Joyce Streithorst is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Frisch Financial Group, Inc. in Melville, NY. She has been with the firm since 2004. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a diversified investment approach across equities, fixed income, mutual funds, ETFs, and options, using a range of strategies supported by third-party research and ongoing portfolio monitoring.
David F
CFP®, PFS™
Melville, NY
Frisch Financial Group, Inc.
David Frisch is a CFP® and PFS™ with 23 years of industry experience. He has been with Frisch Financial Group, Inc. since 1999. Frisch Financial Group is a registered investment adviser managing approximately $931.6 million for about 601 clients. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans with discretionary and non-discretionary portfolio management, as well as financial planning and consulting.
Josiah C
CFA®, Series 65
Melville, NY
Frisch Financial Group, Inc.
Josiah Choy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Frisch Financial Group, Inc. since 2017 and previously spent five years at BlackRock, Inc. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of investment strategies and offers both discretionary and non-discretionary portfolio management along with financial planning or consulting services.
Shawn G
CFP®, Series 66
Melville, NY
Frisch Financial Group, Inc.
Shawn Gallagher is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Frisch Financial Group, Inc. since 2015. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages broadly diversified portfolios using a range of strategies and investment vehicles, and it provides financial planning and consulting services tailored to client needs.
Jason S
CFP®, Series 63, Series 65
Melville, NY
Frisch Financial Group, Inc.
Jason Sacks is a CFP® professional with 16 years of industry experience, currently serving at Frisch Financial Group, Inc. since 2006. He holds Series 63 and Series 65 licenses and is based in Melville, NY. Frisch Financial Group, Inc. is a registered investment adviser managing over $789 million in assets for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs diversified investment strategies across equities, fixed income, mutual funds, ETFs, and options, offering both discretionary and non-discretionary portfolio management along with financial planning services.
Li G
CFP®
Melville, NY
Frisch Financial Group, Inc.
Li Gettleman is a CFP® professional at Frisch Financial Group, Inc. with one year of industry experience. Prior to joining Frisch Financial Group, Li worked at Bayside Tax and Wealth and Facet Wealth. Frisch Financial Group, Inc. is a registered investment adviser serving individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing diversified portfolios and a range of investment strategies supported by third-party research and ongoing monitoring.
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