Asset manager · Plainview, NY
Accountants Proprietary Financial Servicenet, LLC
SEC-registered investment adviser · CRD 126685 · SEC 801-62457
At a glance
Accountants Proprietary Financial Servicenet, LLC is an SEC-registered investment adviser based in Plainview, New York, with $464 million in regulatory assets under management as of its Form ADV filed December 11, 2025. Its largest client group by assets is pension and profit sharing plans, and it reports 67 individual clients. By Form ADV it is a asset manager, ranked 1,723rd of 3,218 asset managers and 8,137th of 17,210 SEC-registered advisers by assets.
Main office 516-887-4433As filed on Form ADV
- Regulatory AUM
- $464M
- Rank among asset managers
- #1,723 of 3,218
- Rank among all SEC RIAs
- #8,137 of 17,210
- Rank in New York
- #1,518 of 2,591
- Individual clients
- 67
- High-net-worth clients
- 0
- Accounts
- 283
- Discretionary
- 57% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Bruce H. ShapiroSR. Investment Specialist / Chief Compliance Officer
- Daniel R. BystromSvp
- Brett R. SchneiderDirector
- Veronica E. MooDirector
- Carl E. NelsonPresident
- Michael E. GossDirector
- Michael A. LamenaChief Executive Officer
- Robert J. HilzenrathDirector
Custody and brokerage
Custodian
Accountants Proprietary Financial Servicenet, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 216 | $412M | 89% |
| Individuals | 67 | $52M | 11% |
Disciplinary disclosures
Accountants Proprietary Financial Servicenet, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Accountants Proprietary Financial Servicenet, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 995 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Accountants Proprietary Financial Servicenet, LLC manage?
Accountants Proprietary Financial Servicenet, LLC reports $464 million in regulatory assets under management across 283 accounts, 57% of it on a discretionary basis, on its Form ADV filed December 11, 2025.
What kind of firm is Accountants Proprietary Financial Servicenet, LLC?
Accountants Proprietary Financial Servicenet, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Accountants Proprietary Financial Servicenet, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($412 million, 216 clients); individuals ($52 million, 67 clients).
Does Accountants Proprietary Financial Servicenet, LLC have any disciplinary history?
Accountants Proprietary Financial Servicenet, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Accountants Proprietary Financial Servicenet, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2025-12-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →