Li Gettleman
Investment adviser representative at Frisch Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$931.6MFirm assets
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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
11 years in the industry.
- Frisch Financial Group, Inc.Jul 2025 to now
- Bayside Tax and WealthMar 2023 to Jun 2025
- N/aAug 2022 to Feb 2023
- Facet WealthOct 2020 to Jul 2022
- UnemployedJan 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8146724
- Firm CRD
- 126524