Josiah Choy has been an investment adviser representative at Frisch Financial Group since June 2017, and is not listed among the firm’s executive officers or direct owners. Josiah Choy holds a Bachelor of Science in Finance from Stony Brook University.
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.
Josiah Choy is Portfolio Manager of Frisch Financial Group. He has over 14 years of experience in the financial services industry and joined the firm in 2017 as a Portfolio Analyst. He specializes in investment research and portfolio management, and his background with mutual funds, stocks, fixed income, options and exchange traded funds helps him develop portfolio allocation strategies and provide research on individual investments.
Josiah Choy’s longest registration is the current one, 9 years at Frisch Financial Group since 2017. Before joining Frisch Financial Group in 2017, Josiah Choy was registered through M Holdings Securities, Inc.
- Frisch Financial Group, Inc.Current– present · 9 yearsMelville, NY · Adviser representative · Firm CRD 126524
- M Holdings Securities, Inc.– · 3 yearsGarden City, NY · Adviser representative · Firm CRD 43285
Investment adviser representative registrations
Josiah Choy is registered as an investment adviser representative in 3 states. The first approvals date from June 2017; the most recent is New York, in July 2021.
- FloridaSince 7 July 2017
- New YorkSince 27 July 2021
- TexasSince 5 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 April 2009 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5687874
- Firm
- Frisch Financial Group · CRD 126524
- Office
- 445 BROAD HOLLOW ROAD, SUITE 215, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frischfinancial.com
Where does Josiah Choy work?
Josiah Choy is an investment adviser representative registered through Frisch Financial Group, Inc. since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Josiah Choy a financial advisor?
Yes. Josiah Choy has a current investment-adviser registration in Florida, New York and Texas, through Frisch Financial Group since June 2017.
How many years of experience does Josiah Choy have?
Josiah Choy has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Josiah Choy passed?
Josiah Choy passed the Series 65 in April 2009.
Where did Josiah Choy work before Frisch Financial Group?
Before Frisch Financial Group, Josiah Choy was registered through M Holdings Securities, Inc., July 2009 to November 2012.
Where is Josiah Choy based?
Josiah Choy’s registered office is in Melville, NY.
Is Josiah Choy registered with FINRA?
No. Josiah Choy has no current broker registration.
How can I verify Josiah Choy’s record?
Search CRD 5687874 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josiah Choy’s full registration record.
