JF
JF

Jeffrey Frieder

32 Years of Experience
New York, NY
BrokerSells Insurance

Jeffrey Frieder is a registered investment advisor, based in New York, NY, with 32 years of industry experience.

Location

14 Penn Plaza, Suite 1310A, New York, NY, 10122

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jeffrey works in tax preparation and accounting at Jeffrey M. Frieder CPA PC, spending nearly full-time on this activity. He is also President of Fairport Financial Services, dedicating about 10-20% of his time to tax preparation, accounting, and business consulting, and is a registered agent for Avantax Insurance Agency and/or Avantax Insurance Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
November 1993 - September 2025 · 31 yrs 10 mos
State Registrations8 states
AZFLMAMDNJNMNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.