Peter
Frisch

About this Advisor

Peter Frisch is a certified financial planner based in New York, New York. Currently a registered advisor at Steward Partners Investment Advisory, LLC, Frisch has 15 years of experience in the financial advisory industry. Frisch maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Frisch is able to operate based out of Massachusetts and Texas. Over the course of their career, they have held roles at Wachovia Securities LLC, Steward Partners Global Advisory, LLC, Raymond James Financial Services, Inc and Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is located in New York, New York, and operates out of 17 offices in the nation. In total, Steward Partners Investment Advisory, LLC oversees $5 billion in assets dispersed across 12,434 accounts and retains more than 137 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 10,302 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 30% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Steward Partners Investment Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.