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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2015
- Office Locations
- 1
Office Locations
About Flavin Financial Services, Inc.
Flavin Financial Services (Flavin, Nooney, & Person) is a Melbourne, FL CPA-led wealth management and advisory firm providing tax planning/prep, strategic accounting, and fiduciary financial planning and investment management. The team emphasizes tax-aware portfolio decisions and ongoing goal reviews for individuals and business owners. Portfolios commonly use ETFs and mutual funds, with custody at Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARBARA ANN NOONEY
Advisor, VICE PRESIDENT
- CRD
- #6485804
- Ownership
- 50% but less than 75%
MATTHEW AARON TRESKOVICH
Chief Compliance Officer, Partner, President
- CRD
- #6629066
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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THOMAS P FLAVIN
Founder
- CRD
- #4445407
TYLER LYNN HECKMAN
Partner
- CRD
- #8095622
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,988,428 | $446,598 |
| Non-Discretionary | $0 | -- |
| Total | $204,988,428 | $446,598 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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