Peter
Frisch

Steward Partners Investment Advisory, LLC

CRD#2516807
Investment Advisor
in New York, NY
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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.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

Disclosures

No

Office Location

140 E, 45Th St. 36Th Floor
New York, NY 10017

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,250,264,922

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

137

NY Average: 88
Total Number of Accounts

12,434

NY Average: 3,892
Average Account Size

$422,251

NY Average: $1,917,921

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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 15 years of experience.

2017 - Present (2 years)

Steward Partners Global Advisory, LLC

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Investment Advisory, LLC

2003 - 2017 (14 years)

Wachovia Securities LLC

Disclosures

Peter Frisch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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