Peter
Vitale
Frisch Financial Group, Inc
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About this Advisor
Peter Vitale is a financial advisor who works in Melville, New York with a total of 2 years of relevant experience. Vitale is on the advisory team at Frisch Financial Group, Inc. During their career, the advisor has held roles at Fidelity Investments, Fidelity Personal And Workplace Advisors, J.P. Morgan Securities LLC, Frisch Financial Group, Inc, Td Waterhouse Investor Services Inc and J.P. Morgan Chase Bank, N.A. Vitale holds Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Frisch Financial Group, Inc is a firm headquartered in Melville, NY. The company has offices in three locations and a total of 14 employees. It manages $592 million in assets among its 1,460 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,460 customer accounts, 45% are held by high-net-worth clients who have more than $1 million in investable assets. Frisch Financial Group, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice depend on which services the firm provides the client. Fees charged by Frisch Financial Group, Inc most likely include 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$591,563,808
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,460
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$405,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Peter Vitale Work History
Peter has been registered as a financial advisor for 2 years.*
Frisch Financial Group, Inc
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank, N.A
Fidelity Investments
Fidelity Personal And Workplace Advisors
Td Waterhouse Investor Services 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 Peter Vitale 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
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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