Morgan Stanley
46yrs
Top advisor by experience in Melville
1yr
Li Gettleman
Financial advisor at Frisch Financial Group
Li Gettleman is a financial advisor in Melville, New York, with 1 year in the industry. Li joined Frisch Financial Group in 2025, a firm offering financial planning and investment management. Li holds the CFP® designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office445 Broad Hollow Road Suite 215, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm6
States licensed ?1 state
Services through Frisch Financial Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2025 – nowFrisch Financial Group, Inc.Current firm
Questions to ask Li
Tailored to Li’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Li
How do I contact Li?
Call Frisch Financial Group at 516-694-7900 and ask for Li Gettleman. Li works from the Melville, NY office.
How long has Li been a financial advisor?
Li has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Li hold?
No exams are listed on the official record.
Is Li a fiduciary?
Li is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Li paid?
Frisch Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Li for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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