Peter
Frisch

Steward Partners Investment Advisory, LLC

CRD#2516807
Investment Advisor
in Boston, MA

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About this Advisor

Peter Frisch is a certified financial planner operating out of Boston, Massachusetts who has 6 years of relevant experience. Frisch is an advisor for Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Wachovia Securities LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. Frisch has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana, Massachusetts, New Hampshire and Texas. Steward Partners Investment Advisory, LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 45 locations and a total of 363 employees. It administers $12 billion in assets between its 27,637 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 45 charitable organizations. Of its 27,637 client accounts, 55% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely depend on which services are provided. However, fees charged by Steward Partners Investment Advisory, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One International Place Suite 3210
Boston, MA 02110

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

MA Average: 88
Total Number of Accounts

27,637

MA Average: 3,892
Average Account Size

$440,314

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Peter Frisch Work History

Peter has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2017 - Present (7 years)

Steward Partners Investment Advisory, LLC

2017 - Present (7 years)

Steward Partners Global Advisory, LLC

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2003 - 2017 (14 years)

Wachovia Securities LLC

*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 Peter Frisch 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 Steward Partners Investment Advisory, LLC

Amanda Sachs
New York, NY
Kaitlyn Ramsay
Manchester, NH
Russell Woodward
New York, NY
Robert Slatkin
New York, NY
Lorraine Dickman
Paramus, NJ
Dino Johnson
Albany, NY
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

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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