Josiah Choy
Frisch Financial Group · Melville, New York
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.
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Facts
| Firm | Frisch Financial Group |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $931.6M across 1,759 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 5687874 |
| Exams passed | Series 65 (2009) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.frischfinancial.com |
How Josiah's firm compares
- Frisch Financial Group's average account is about $530,000, from its Form ADV (assets managed divided by 1,759 accounts).
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Questions about Josiah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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