# ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. of PLAINVIEW, NY is an SEC-registered investment adviser.

## Registration

- CRD: 126685
- Type: SEC-registered investment adviser
- SEC file number: 801-62457
- Location: 45 EXECUTIVE DRIVE, SUITE 301, PLAINVIEW, NY, 11803
- Phone: 516-887-4433
- Latest filing: 2025-12-11
- Regulatory AUM: $464.3M
- Discretionary AUM: $265.1M
- Non-discretionary AUM: $199.2M
- Clients: 3
- Accounts: 283

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Brett Ronald Schneider | DIRECTOR | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER | — |
| Carl Edward Nelson | PRESIDENT | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Bruce Howard Shapiro | SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER | — |
| Daniel Robert Bystrom | SVP | — |
| BOYARSKY JOEL | CHAIRMAN OF BOARD;CEO; CHAIRMAN OF BOARD; CO-CEO; SHAREHOLDER | — |
| O'MALLEY EDWARD JOSEPH | COO/CIO; COO/CIO/CCO; COO/CIO/CHIEF COMPLIANCE OFFICER | — |
| BAUM STEVEN CHARLES | PRESIDENT; CO-CEO; SHAREHOLDER | — |
| BOYARSKY NEIL WESLEY | DIRECTOR OF MARKETING; EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR | — |
| SHORROCK STEPHEN JAY | DIRECTOR | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| SHAPIRO BRUCE HOWARD | CHIEF COMPLIANCE OFFICER; COO/CIO/CHIEF COMPLIANCE OFFICER; SR. INVESTMENT SPECIALIST / CHIEF COMPLIANCE OFFICER | — |
| MOO VERONICA EI CHUN | DIRECTOR | — |
| HARTSTEIN WILLIAM | FINANCIAL OFFICER | — |
| BYSTROM DANIEL ROBERT | CHIEF ANALYST - RISK MANAGEMENT; PRESIDENT; SVP | — |
| BOYARSKY BARBARA | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126685/similar
- Related entities: https://search.stillhousedata.com/firm/126685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126685

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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.