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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
14 Penn Plaza Suite 1310A, New York, NY 10122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Jeffrey M. Frieder Cpa | Freeport | NY | 04/1983 | Present |
| Avantax Investment Services, Inc. | New York | NY | 09/1993 | 09/2025 |
| Avantax Advisory Services | New York | NY | 07/1995 | 09/2025 |
| Fairport Financial Services, Inc. | Freeport | NY | 04/1997 | 12/2022 |
| Jeffrey M. Frieder Cpa Pc | New York | NY | 01/1999 | 12/2022 |
| Avantax Insurance Agency, Llc | New York | NY | 07/1999 | 09/2025 |
| Jeffrey M. Frieder Cpa Pc | New York | NY | 01/2018 | Present |
| Fairport Financial Services, Inc | Freeport | NY | 01/2010 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | New York | NY | 01/1997 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | New York | NY | 01/1997 | 09/2025 |
| Cetera Wealth Services, Llc | Freeport | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) JEFFREY M. FRIEDER CPA PC POSITION: Tax Preparation/Accounting NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 10 START DATE: 01/25/2018; 14 Penn Plaza Suite1310A, Suite 2118 A, new york NY 10122; The duties associated with this activity are to see that client's business books correctly record the business activities and that they are reported correctly. On the tax preparation side, the duties are to prepare tax returns in compliance with the various Federal, state an local laws. I spend the majority of my time preparing various Federal, state and local tax returns. 2) FAIRPORT FINANCIAL SERVICES, INC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 28 SECURITIES TRADING HOURS: 5 START DATE: 01/10/2010 1 Anchorage Way, Suite 1004, freeport NY 11520; tax preparation, accounting, business entity consulting and setup.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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