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Flavin Financial Services, Inc. CRD 144473
$205M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 S. Babcock Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| FL | RA | APPROVED | 2022-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Management Advisors Llc | Oviedo | FL | 01/2010 | Present |
| Matthew A Treskovich Cpa Pa | Melbourne | FL | 06/2022 | Present |
| Flavin, Nooney & Person Llc | Melbourne | FL | 05/2022 | Present |
| Chas. P. Smith And Assoocates, P.A., C.P.A.'S | Lakeland | FL | 04/2016 | 05/2022 |
| Flavin Financial Services, Inc. | Melbourne | FL | 08/2022 | 01/2024 |
| Flavin Financial Services, Inc. | Melbourne | FL | 01/2024 | 05/2025 |
| Flavin Financial Services, Inc. | Melbourne | FL | 05/2025 | Present |
(1) NAME: GLOBAL MANAGEMENT ADVISORS LLC; ADDRESS: MELBOURNE, FL 32394; NATURE: TECHNOLOGY CONSULTING; INVESTMENT RELATED: NO; TITLE: MANAGING MEMBER; DUTIES: CONSULTING; START DATE: 10/19/2010; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) NAME: MATTHEW A. TRESKOVICH CPA PA; ADDRESS: MELBOURNE, FL 32934 NATURE: PA HOLDS AN OWNERSHIP INTEREST IN FLAVIN, NOONEY & PERSON ACCOUNTING FIRM; INVESTMENT RELATED: NO; TITLE: PARTNER; DUTIES: CPA; START DATE: 06/10/2022; APPROX. NUMBER OF HOURS/MONTH: 150; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 120. (3) NAME: LIBERTY HOLDINGS OF BREVARD LLC; ADDRESS: MELBOURNE, FL 32394; NATURE: HORSE TRAINING; INVESTMENT RELATED: NO; RELATIONSHIP: MANAGING MEMBER; DUTIES: KEEPING PAPERWORK IN GOOD ORDER; START DATE: 10/25/2023; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (4) NAME: SCOUTS BSA TROOP 323, HOLY TRINITY EPISCOPAL CHURCH; ADDRESS: MELBOURNE, FL; NATURE: BOY SCOUT TROOP; INVESTMENT RELATED: NO; TITLE: TREASURER; DUTIES: TREASURER DUTIES; START DATE: 08/01/2023; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (5) NAME: MATTHEW A. TRESKOVICH CPA PA; ADDRESS: MELBOURNE, FL 32934; NATURE: MEMBER OF AICPA INVESTMENT COMMITTEE; INVESTMENT RELATED: YES; RELATIONSHIP: COMMITTEE MEMBER, FIDUCIARY RESPONSIBILITY FOR AICPA PENSION PLAN AND 401K PLAN, ALSO RESPONSIBLE FOR AICPA LONG-TERM INVESTMENT PORTFOLIO DUTIES: PARTICIPATE IN QUARTERLY MEETINGS; START DATE: 05/01/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (6) NAME OF OBA: BABCOCK 2200 LLC; ADDRESS OF OBA: MELBOURNE, FL 32934; NATURE: COMMERCIAL REAL ESTATE RENTAL; INVESTMENT RELATED: NO; RELATIONSHIP: PARTNER; DUTIES: MANAGE TENANT EXPECTATIONS; MONITOR MAINTENANCE; START DATE: 07/07/2025; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
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