Unclaimed
David M. Frisch is a financial advisor with over 15 years of experience in the financial services industry. David is a registered representative of Blackrock Investment Management, LLC and is licensed in multiple states. David has previously held positions at BLACKROCK FUND DISTRIBUTION COMPANY, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. David offers portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
01/31/2017 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
10/20/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NY
06/01/2009 - 11/02/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/26/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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