# AVZ FINANCIAL SERVICES, LLC

AVZ FINANCIAL SERVICES, LLC of HAUPPAUGE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 125904
- Type: SEC-registered investment adviser
- SEC file number: 801-63220
- Location: 25 SUFFOLK COURT, HAUPPAUGE, NY, 11788
- Phone: 631-434-9500
- Latest filing: 2010-02-22
- Regulatory AUM: $40.1M
- Non-discretionary AUM: $40.1M
- Clients: 11
- Accounts: 160

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [Ferreira Carlos](https://search.stillhousedata.com/person/277584) | MEMBER | Newport Beach, CA |
| [ANTAKI STEPHEN ANTHONY](https://search.stillhousedata.com/person/727907) | MEMBER | — |
| [COLLINS MICHAEL DOUGLAS](https://search.stillhousedata.com/person/727908) | MEMBER | — |
| [KLEIN WILLIAM ALFRED](https://search.stillhousedata.com/person/727909) | MEMBER | — |
| [KNOX JOHN JEFFERSON](https://search.stillhousedata.com/person/727910) | MEMBER | — |
| [MCGRATH ROBERT MATTHEW](https://search.stillhousedata.com/person/727911) | MEMBER | — |
| [MURRAY THOMAS JOSEPH](https://search.stillhousedata.com/person/727912) | MEMBER | — |
| [QUARTE ROBERT THOMAS](https://search.stillhousedata.com/person/727913) | MEMBER | — |
| [SCHEINER GERALD CHARLES](https://search.stillhousedata.com/person/727914) | MEMBER | — |
| [ZURECK JOHN JOSEPH](https://search.stillhousedata.com/person/727915) | MEMBER | — |
| [CONNORS KATHERINE MARY](https://search.stillhousedata.com/person/727916) | CHIEF COMPLIANCE OFFICER | — |
| [DAVOLI JEFFREY SCOTT](https://search.stillhousedata.com/person/727917) | MEMBER | — |
| [MATTERN CHARLES MICHAEL](https://search.stillhousedata.com/person/727918) | MEMBER | — |
| [SHILLINGSFORD JOHN](https://search.stillhousedata.com/person/792021) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125904/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125904/similar
- Related entities: https://search.stillhousedata.com/firm/125904/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125904

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.