TF
Thomas P. Flavin
FLAVIN FINANCIAL SERVICES
Melbourne, FL 32901
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CRD#: 4445407
TF
Professional summary
Thomas P Flavin is a registered financial advisor currently at FLAVIN FINANCIAL SERVICES, INC. located in Melbourne, Florida.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Thomas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) NAME: THOMAS P. FLAVIN & ASSOCIATES, P.A.; ADDRESS: MELBOURNE, FL 32934; NATURE: PA HOLDS AN OWNERSHIP INTEREST IN FLAVIN, NOONEY & PERSON ACCOUNTING FIRM; INVESTMENT RELATED: NO; RELATIONSHIP: PARTNER; DUTIES: CPA DUTIES; START DATE: 06/29/1990; APPROX. NUMBER OF HOURS/MONTH: 150; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 120; (2) NAME OF OBA: HOLY TRINITY EPISCOPAL ACADEMY; ADDRESS OF OBA: MELBOURNE, FL 3294; NATURE: NON PROFIT K-12 CHURCH AFFILIATED SCHOOL; INVESTMENT RELATED: NO; RELATIONSHIP: BOARD MEMBER, PAST CHAIR OF BOARD; DUTIES: SCHOOL GOVERNANCE - 700 MEETINGS PER YEAR; START DATE: 07/01/1990; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 8; (3) NAME: FLAVIN NOONEY & PERSON, CPAS AND ADVISORS (FNP); ADDRESS: MELBOURNE, FL 32901; NATURE: FNP IS A CERTIFIED PUBLIC ACCOUNTING FIRM; INVESTMENT RELATED: NO; RELATIONSHIP: SHAREHOLDER AND CEO; DUTIES: PROVIDING TAX COMPLIANCE, CONSULTING, AND ACCOUNTING SERVICES TO INDIVIDUALS AND BUSINESSES; START DATE: APPROX. NUMBER OF HOURS/MONTH: 80; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 80; (4) NAME: HOLY TRINITY EPISCOPAL ACADEMY; ADDRESS: MELBOURNE, FL 32940; NATURE: PRIVATE SCHOOL; INVESTMENT RELATED: NO; RELATIONSHIP: ACTING HEAD OF SCHOOL; DUTIES: HEAD OF SCHOOL; START DATE: 04/08/2025; APPROX. NUMBER OF HOURS/MONTH: 100; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 100.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas P Flavin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 3, 2015 - Present
FLAVIN FINANCIAL SERVICES, INC.
Office #1: 2200 S. Babcock Street, Melbourne, FL 32901RIA
CRD#: 144473
Melbourne, FL
Past
August 3, 2015 - December 31, 2017
FLAVIN FINANCIAL SERVICES, INC.
RIA
CRD#: 144473
MELBOURNE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FLAVIN FINANCIAL SERVICES, INC.
FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS
CRD#: 144473 / SEC#: 801-129689
RIA
Registered Investment Advisory firm - (3/19/2024 Approved)Florida
Registered Investment Advisory firm - (4/3/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/3/2015)
IAR
Texas(3/24/2025)
Current Firm
FF
FLAVIN FINANCIAL SERVICES, INC.
FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS
CRD#: 144473 / SEC#: 801-129689
RIA
Registered Investment Advisory firm - (3/19/2024 Approved)Florida
Registered Investment Advisory firm - (4/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 S. Babcock Street, Melbourne, FL 32901
Mailing Address
Phone number
(321) 725-4700
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 417 |
| AUM (Assets Under Management) | $ 168,911,609 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 03/16/2024 |
Red Flags
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