Li Gettleman has been an investment adviser representative at Frisch Financial Group since August 2025, and is not listed among the firm’s executive officers or direct owners. Li Gettleman holds a Bachelor of Arts from Sichuan International Studies 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.
Li Gettleman is Associate Financial Planner of Frisch Financial Group. She joined the firm in 2025, bringing a decade of wealth management experience. Before joining Frisch, she worked as an advisor at large multinational banks and boutique Registered Investment Advisory firms, where she specialized in comprehensive financial planning and tax-efficient wealth strategies.
- Frisch Financial Group, Inc.Current– present · 1 yearMelville, NY · Adviser representative · Firm CRD 126524
Investment adviser representative registrations
Li Gettleman is registered as an investment adviser representative in New York, since August 2025.
- New YorkSince 13 August 2025
Examinations
No examinations are on Li Gettleman’s record.
- CRD
- 8146724
- Firm
- Frisch Financial Group · CRD 126524
- Office
- 445 BROAD HOLLOW ROAD, SUITE 215, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frischfinancial.com
Where does Li Gettleman work?
Li Gettleman is an investment adviser representative registered through Frisch Financial Group, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Li Gettleman a financial advisor?
Yes. Li Gettleman has a current investment-adviser registration in New York, through Frisch Financial Group since August 2025.
How many years of experience does Li Gettleman have?
Li Gettleman has 1 year in the financial industry, since August 2025, across 1 adviser firm.
Where is Li Gettleman based?
Li Gettleman’s registered office is in Melville, NY.
Is Li Gettleman registered with FINRA?
No. Li Gettleman has no current broker registration.
How can I verify Li Gettleman’s record?
Search CRD 8146724 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Li Gettleman’s full registration record.
