Matthew A. Treskovich
FLAVIN FINANCIAL SERVICES
Melbourne, FL 32901
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CRD#: 6629066
Professional summary
Matthew Aaron Treskovich, CFP® is a registered financial advisor currently at FLAVIN FINANCIAL SERVICES, INC. located in Melbourne, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 2 firms .
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: 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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Treskovich'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®
CFP®
Start date: 2012
Experience
Current
August 1, 2022 - Present
FLAVIN FINANCIAL SERVICES, INC.
Office #1: 2200 S. Babcock Street, Melbourne, FL 32901RIA
CRD#: 144473
Melbourne, FL
Past
May 5, 2016 - May 31, 2022
CPS INVESTMENT ADVISORS
RIA
CRD#: 104914
LAKELAND, 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(8/1/2022)
IAR
Texas(3/5/2025)
Exams
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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