Jason
Sacks

Frisch Financial Group, Inc

CRD#2902189
Investment Advisor
in Melville, NY

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About this Advisor

Jason Sacks is a certified financial planner working out of Melville, New York who has 12 years of relevant experience. Sacks is on the advisory team at Frisch Financial Group, Inc. They have worked at Frisch Financial Group, Inc for their complete career. Sacks has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, New York and Texas. Frisch Financial Group, Inc is an advisory company that has its headquarters in Melville, NY. The firm has offices in three locations and a total of 14 financial advisors. It manages $592 million in assets under management across its 1,460 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,460 customer accounts, 45% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on the type of services offered. However, fees billed by Frisch Financial Group, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

445 Broad Hollow Road Suite 215
Melville, NY 11747

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Frisch Financial Group, Inc Brokerage Details

Total Assets Under Management

$591,563,808

NY Average: $7,464,549,021
Total Number of Employees

14

NY Average: 88
Total Number of Accounts

1,460

NY Average: 3,892
Average Account Size

$405,181

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jason Sacks Work History

Jason has been registered as a financial advisor for 12 years.*

2006 - Present (18 years)

Frisch Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Sacks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frisch Financial Group, Inc

Josiah Choy
Melville, NY
Shawn Gallagher
Melville, NY
Jason Sacks
Melville, NY
Joyce Streithorst
Melville, NY
David Frisch
Melville, NY
Peter Vitale
Melville, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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