David Frisch has been Chief Executive Officer / Shareholder of Frisch Financial Group since June 1999, is a control person of the firm and directly owns 75% or more of it. David Frisch holds a Bachelor of Science in Accounting from State University of New York Binghamton School of Management.
Frisch Financial Group, Inc. is a Melville, NY firm with $932M under management, 601 clients and 7 advisers across 5 offices, as of its April 2026 filing.
David A. Frisch is Founder and CEO of Frisch Financial Group. He began the firm from his apartment in 1999 and works with clients on customized investment management solutions and tax-saving strategies. He specializes in wealth preservation and simplifying complex financial situations. After earning a Bachelor of Science in Accounting, his professional career began at Arthur Andersen & Co., Inc.
- Frisch Financial Group, Inc.Current– present · 23 yearsMelville, NY · Adviser representative · Firm CRD 126524
Investment adviser representative registrations
David Frisch is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2011; the most recent is New York, in July 2021.
- FloridaSince 3 February 2011
- New YorkSince 27 July 2021
- TexasResidentSince 7 January 2013
Examinations
No examinations are on David Frisch’s record.
- Full name
- David Andrew Frisch
- CRD
- 4547053
- Firm
- Frisch Financial Group · CRD 126524
- Role
- Chief Executive Officer / Shareholder
- Office
- 445 BROAD HOLLOW ROAD, SUITE 215, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frischfinancial.com
Where does David Frisch work?
David Frisch has been Chief Executive Officer / Shareholder of Frisch Financial Group, Inc. since June 1999, and is a control person of the firm.
Is David Frisch a financial advisor?
Yes. David Frisch has a current investment-adviser registration in Florida, New York and Texas, through Frisch Financial Group since February 2011.
How many years of experience does David Frisch have?
David Frisch has 23 years in the financial industry, since September 2003, across 1 adviser firm.
Where is David Frisch based?
David Frisch’s registered office is in Melville, NY.
Is David Frisch registered with FINRA?
No. David Frisch has no current broker registration.
How can I verify David Frisch’s record?
Search CRD 4547053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Frisch’s full registration record.
