LG
Li Gettleman
FRISCH FINANCIAL GROUP
MELVILLE, NY 11747
CRD#: 8146724
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LG
Li GettlemanFRISCH FINANCIAL GROUP
Professional summary
Li Gettleman is a registered financial advisor currently at FRISCH FINANCIAL GROUP, INC. located in Melville, New York.
Li is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Li has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Li Gettleman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 13, 2025 - Present
FRISCH FINANCIAL GROUP, INC.
Office #1: 445 Broad Hollow Road Suite 215, Melville, NY 11747RIA
CRD#: 126524
MELVILLE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524 / SEC#: 801-62300
RIA
Registered Investment Advisory firm - (8/21/2003 Approved)New York
Registered Investment Advisory firm - (9/13/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(8/13/2025)
Exams
Current Firm
FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC.
CRD#: 126524 / SEC#: 801-62300
RIA
Registered Investment Advisory firm - (8/21/2003 Approved)New York
Registered Investment Advisory firm - (9/13/2003 Terminated)Loading...
Contact information
Main Address
445 Broad Hollow Road Suite 215, Melville, NY 11747
Mailing Address
Phone number
(516) 694-7900
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,625 |
| AUM (Assets Under Management) | $ 789,658,037 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/31/2025 | ||
| 10/31/2023 | ||
| 04/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
