Accountants Proprietary Financial Servicenet, Inc.
● SEC registered since 2003CRD 126685SEC# 801-62457Plainview, NY
Reg. AUM
$464.3M
Employees
3
Accounts
283
Location
Plainview, NY
Accountants Proprietary Financial Servicenet, Inc. assets under management
Accountants Proprietary Financial Servicenet, Inc. is an investment advisory firm registered with the SEC based in Plainview, NY. The firm has been registered since 2003. It reports $464.3 million in regulatory assets under management and employs 3 people.
Accountants Proprietary Financial Servicenet, Inc. owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2021 |
| Bruce Howard Shapiro Control | Sr. Investment Specialist / Chief Compliance Officer | Under 5% | 2021 |
| Carl Edward Nelson Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Accountants Proprietary Financial Servicenet, Inc. manage?
Accountants Proprietary Financial Servicenet, Inc. reports $464.3 million in regulatory assets under management on its Form ADV.
How many employees does Accountants Proprietary Financial Servicenet, Inc. have?
Accountants Proprietary Financial Servicenet, Inc. reports 3 employees.
Where is Accountants Proprietary Financial Servicenet, Inc. located?
Accountants Proprietary Financial Servicenet, Inc. is based in Plainview, NY and has been SEC-registered since 2003.
Does Accountants Proprietary Financial Servicenet, Inc. disclose fund performance?
Accountants Proprietary Financial Servicenet, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 Executive Drive, Suite 301, Plainview, NY 11803 |
| Phone | 516-887-4433 |
| Fax | 516-887-1470 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$464.3MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$464.3Mregulatory AUM
Discretionary $265.1MNon-discretionary $199.2M