Josiah
Choy
Frisch Financial Group, Inc
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About this Advisor
Josiah Choy is a chartered financial analyst working out of Melville, New York with a total of 6 years of relevant experience. Choy works at Frisch Financial Group, Inc. Their career trajectory has included roles at Frisch Financial Group, Inc, Blackrock, Inc and The Motley Fool. Choy has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Florida, New York and Texas. Frisch Financial Group, Inc is a registered investment business operating out of Melville, NY. The company has offices in three locations and a total of 14 advisors. It controls $592 million in total assets among its 1,460 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 clients who have greater than $1 million in assets available to invest. Frisch Financial Group, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees usually depend on which services the firm provides the client. Fees billed by Frisch Financial Group, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frisch Financial Group, Inc Brokerage Details
$591,563,808
14
1,460
$405,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Josiah Choy Work History
Josiah has been registered as a financial advisor for 6 years.*
Frisch Financial Group, Inc
The Motley Fool
Blackrock, 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 Josiah Choy 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
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
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