RIA Intelligence

FLAVIN FINANCIAL SERVICES, INC.

CRD #144473 SEC #801-129689 MELBOURNE, FL (321) 725-4700
SEC Registered
Total AUM
$168.9M
Discretionary
$168.9M
Employees
3
Clients
51
Accounts
417

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 15, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NOONEY, BARBARA, ANNIVICE PRESIDENTD Control
TRESKOVICH, MATTHEW, AARONIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
TRESKOVICH, MATTHEW, AARONIPRESIDENT AND CHIEF COMPLIANCE OFFICERD Control
FLAVIN, THOMAS, PIPRESIDENTC Control
FLAVIN, THOMAS, PIPRESIDENTC Control
FLAVIN, THOMAS, PIPRESIDENTC Control
FLAVIN, THOMAS, PIPRESIDENTC Control
NOONEY, BARBARA, ANNIVICE PRESIDENTC Control
NOONEY, BARBARA, ANNIVICE PRESIDENTC Control
NOONEY, BARBARA, ANNIVICE PRESIDENTC Control
NOONEY, BARBARA, ANNIVICE PRESIDENTC Control
NOONEY, BARBARA, ANNIVICE PRESIDENTC Control
TRESKOVICH, MATTHEW, AARONIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
Treskovich, Matthew, AaronIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
Treskovich, Matthew, AaronIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control
Treskovich, Matthew, AaronIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Jul 15, 2025 REGISTERED

Notice Filings (3)

FL NH TX

Address

2200 S. BABCOCK STREET
MELBOURNE, FL 32901
United States
Phone: (321) 725-4700