David Andrew Frisch
Investment adviser representative at Frisch Financial Group, Inc.
27 yearsExperience
3 statesRegistered in
PFS, CFP® certificationDesignations
$931.6MFirm assets
Are you David Andrew Frisch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Frisch Financial Group, Inc.Jun 1999 to now
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Frisch Financial Group, Inc.
$931.6MAssets managed
601Clients
6Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4547053
- Firm CRD
- 126524