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Cheryl Seward is a registered investment advisor, based in Holbrook, NY, with 20 years of industry experience.
Location
550 Broadway Avenue, Suite A, Holbrook, NY, 11741
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Regulatory History (1)
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Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Cheryl is an independent insurance agent selling life insurance and annuities, dedicating minimal time to this. She also owns Freedom Tax & Wealth Management Inc, preparing taxes, and Freedom Wealth Management LLC, supporting financial planning and investment management, taking nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
September 2014 - September 2025 · 11 yrs
MML Investors Services, LLCBroker
April 2010 - December 2013 · 3 yrs 8 mos
TD Wealth Management Services INC.Broker
November 2007 - March 2010 · 2 yrs 4 mos
TD Wealth Management Services INC.
November 2007 - March 2010 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2005 - November 2007 · 2 yrs 6 mos
State Registrations13 states
CACOFLGAILMANCNJNYPASCTXVA
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.