Jeffrey
Frieder
Avantax Advisory Services
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About this Advisor
Jeffrey Frieder is a financial advisor based out of New York, New York with 2 years of relevant experience. Frieder is on the advisory team at Avantax Advisory Services. Over the course of their career, Frieder has held roles at Fairport Financial Services, Inc, Self Employed Jeffrey M. Frieder Cpa, Avantax Investment Services, Inc, Avantax Advisory Services, Jeffrey M. Frieder Cpa Pc and Avantax Insurance Agency, LLC. Frieder has a Series 63 license, designating them as a securities broker, and is registered to work in New York. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in assets under management across its 123,393 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the services. Fee types billed by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Frieder Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Jeffrey M. Frieder Cpa Pc
Fairport Financial Services, Inc
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Self Employed Jeffrey M. Frieder Cpa
Jeffrey M. Frieder Cpa Pc
Fairport Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Frieder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
Fort Worth, TX
Wilmington, DE
Mccordsville, IN
Fullerton, CA
Irving, TX
Irving, TX
Irving, TX
Gadsden, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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