# Josiah Choy

> Josiah Choy is a fee-only financial advisor at Frisch Financial Group in Melville, New York, who holds the CFA credential. Frisch Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/josiah-choy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Frisch Financial Group
- **Based in:** Melville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $931.6M across 1,759 accounts
- **Credentials:** CFA
- **CRD:** 5687874 (https://adviserinfo.sec.gov/individual/summary/5687874)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.frischfinancial.com

## Frequently asked questions

### Is Josiah Choy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Josiah holds no broker registration, and Frisch Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Josiah charge for financial advice?

Josiah's firm, Frisch Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Josiah Choy based?

Josiah Choy is based in Melville, New York.

### What credentials does Josiah Choy hold?

Josiah Choy holds the CFA credential.

### Is Josiah Choy registered with the SEC?

Yes. Josiah Choy is registered as an investment adviser representative in FL, NY and TX (CRD 5687874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Frisch Financial Group manage?

Frisch Financial Group reports $931.6M across 1,759 accounts in assets under management.

### How do I contact Josiah Choy?

Through Josiah's website, www.frischfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5687874): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.