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Barbara Ann Nooney

FLAVIN FINANCIAL SERVICES
MELBOURNE, FL
·CRD# 6485804·11 years experience

Professional Summary

Barbara Ann Nooney, who also goes by Barbara Ann Baer, Barbara Ann Hunt, Barbara Nooney, is a registered financial advisor currently at FLAVIN FINANCIAL SERVICES, INC. located in Melbourne, Florida. Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Barbara has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Barbara Ann Baer, Barbara Ann Hunt, Barbara Nooney

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

FLAVIN FINANCIAL SERVICES, INC.·CRD# 144473
RIA
2200 S. Babcock Street, Melbourne, FL 32901
May 18, 2015 - Present
FLAVIN FINANCIAL SERVICES, INC.·CRD# 144473
RIA
Melbourne, FL
May 18, 2015 - December 31, 2017

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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 - SEC (3/19/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (4/3/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2200 S. Babcock Street, Melbourne, FL 32901

Phone Number

(321) 725-4700

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

02 13 2026 FLA FORM ADV PART 2A AND 2B FINAL (2/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

459

AUM (Assets Under Management)

$204,988,428

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/24/2025Cover PageReport
09/27/2024Cover PageReport
03/16/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 OF OBA: BARBARA NOONEY CPA PA; ADDRESS: MELBOURNE, FL, 32934; NATURE: PA HOLDS AN OWNERSHIP INTEREST IN FLAVIN, NOONEY & PERSON ACCOUNTING FIRM; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: PARTNER; DUTIES: CPA; START DATE: 01/18/2017; APPROX. NUMBER OF HOURS/MONTH: 150; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 120; (2.) NAME OF OBA: BABCOCK 2200 LLC; ADDRESS OF OBA: MELBOURNE, FL, 32934; NATURE: COMMERCIAL REAL ESTATE RENTAL; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: PARTNER; DUTIES: MANAGE TENANT EXPECTATIONS; MONITOR MAINTENANCE; START DATE: 11/14/2014; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

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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 - SEC (3/19/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (4/3/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Florida
(5/18/2015)
IAR
Texas
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Barbara Ann Nooney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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