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Josiah Choy

Frisch Financial Group, Inc.

Melville, NY

CRD 5687874

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Employer firm

Frisch Financial Group, Inc. CRD 126524

$932M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Frisch Financial Group, Inc.

445 Broad Hollow Road Suite 215, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-27
FL RA APPROVED 2017-07-07
TX RA APPROVED 2017-06-05
  • NY RA
    APPROVED
    Since 2021-07-27
  • FL RA
    APPROVED
    Since 2017-07-07
  • TX RA
    APPROVED
    Since 2017-06-05

Branch Locations

445 Broad Hollow Road Suite 215, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frisch Financial Group, Inc. Melville NY 05/2017 Present
Blackrock, Inc. New York NY 11/2012 05/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-13
  • S65 Uniform Investment Adviser Law Examination
    2009-04-13
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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