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Accountants Proprietary Financial Servicenet, Inc.
SEC-regulated
Registered investment advisor
Accountants Proprietary Financial ServiceNet, Inc. is a financial advisor firm located at 45 Executive Drive, Suite 301, Plainview, NY 11803, with a contact number of (212) 319-1489. The firm's President and Advisor, Daniel R. Bystrom, has been with APFS since January 2018, bringing 25 years of experience as an equity derivatives trader and volatility portfolio manager. Bruce H. Shapiro, the Senior Investment Specialist / Chief Compliance Officer, joined APFS in September 2011 after years in an employee benefit consulting firm. Meghan J. Heyen, an Investment Associate, joined APFS in May 2023 following a 23-year career in the retail mortgage industry.
The firm's employees do not have any disciplinary information to report. Mr. Bystrom, Mr. Shapiro, and Ms. Heyen are supervised by Mr. Bystrom, who is also the President of the firm. The firm's compliance policies and procedures, including its code of ethics, apply to all employees. Clients can contact Bruce Shapiro for the main brochure or any questions. The firm's investment activities are overseen by Mr. Bystrom, who ensures compliance with the firm's policies.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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