Cheryl Lynn Seward

Current Employers

Employment History

• 09/2014 → 08/2022
  Freedom Tax And Financial Services
  Holbrook, NY
• 09/2014 → 09/2025
  Avantax Investment Services, Inc.
  East Moriches, NY
• 09/2014 → 09/2025
  Avantax Insurance Services, Llc
  East Moriches, NY
• 11/2014 → 09/2025
  Avantax Advisory Services
  East Moriches, NY
• 04/2011 → 01/2019
  Coca-Cola Refreshment
  Hauppauge, NY
• 07/2019 → Present
  Beach Fitness
  Speonk, NY
• 08/2022 → Present
  Freedom Tax & Wealth Management Inc
  Holbrook, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Holbrook, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-14 → 2025-09-05
  Avantax Advisory Services
  Holbrook, NY
  Holbrook, NY
• 2007-11-19 → 2010-03-11
  Td Wealth Management Services Inc.
  Melville, NY

Other Businesses

1) Beach Fitness; 295 Montauk Highway, Speonk, NY 11972; Other; 7/29/2019; 5hrs; 0hrs; interview instructors consult on fitness matters 2) FREEDOM TAX & WEALTH MANAGEMENT INC POSITION: President NATURE: income tax preparation and filing for individuals and families. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2022; ADDRESS: 550 Broadway Avenue, Suite A, Holbrook NY 11741; preparing and filing federal and state income tax returns for individuals and families 3) FREEDOM WEALTH MANAGEMENT LLC POSITION: sole member NATURE: the entity to support financial planning and investment management through Avantax INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 550 Broadway Avenue, Suite A, Holbrook NY 11741, United States DESCRIPTION: investment review research and management, opening and transferring client accounts, financial planning through eMoney, ongoing consultations and documentation

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-22
• S63 Uniform Securities Agent State Law Examination
  2005-06-02

Other Names

• Cherly Lynn Sock