George A. Andrews

CELADON MANAGED WEALTH

Plymouth, MN 55447

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CRD#: 1545451

Professional summary

George Andrew Andrews II is a registered financial advisor currently at CELADON MANAGED WEALTH located in Plymouth, Minnesota.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. George has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Andrew Andrews II's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 18, 2015 - Present

CELADON MANAGED WEALTH

Office #1: 3370 Annapolis Lane Suite B, Plymouth, MN 55447

RIA

CRD#: 165978

Plymouth, MN

Past

January 1, 2015 - December 31, 2014

CELADON MANAGED WEALTH

RIA

CRD#: 165978

MINNETONKA, MN

Past

January 16, 2014 - December 31, 2014

CELADON MANAGED WEALTH

RIA

CRD#: 165978

MINNETONKA, MN

Past

March 5, 2004 - April 29, 2013

FELTL & COMPANY

CRD#: 6905

MINNETONKA, MN

Past

April 9, 1998 - March 17, 2004

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

March 2, 1998 - April 14, 1998

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

September 10, 1993 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

June 5, 1991 - September 14, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 20, 1986 - June 10, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/18/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/26/2004

General Securities Principal Examination

Current Firm

CELADON MANAGED WEALTH

CELADON MANAGED WEALTH | CELADON MANAGED WEALTH, INC.

CRD#: 165978 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/1/2015 Approved)

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Contact information

Main Address

3370 Annapolis Lane Suite B, Plymouth, MN 55447

Mailing Address

P.o. Box 560, Wayzata, MN 55391

Phone number

(952) 767-5839

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 70,620,153

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

George A. Andrews

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Andrew Andrews II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CELADON MANAGED WEALTH

CELADON MANAGED WEALTH

FELTL & COMPANY

PIPER SANDLER & CO.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/1999

Series 63

Date: 1/19/1987

Series 7

Date: 11/15/1986

Series 24

Date: 7/26/2004

Current Firm

CELADON MANAGED WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CELADON MANAGED WEALTH

TRUST BUT VERIFY

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