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RG

Robert F. Goetting

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CRD#: 2051855
RG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Frank Goetting, who also goes by Robert F Goetting, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert F Goetting

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 12, 2017 - November 1, 2017

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
MORRISTOWN, NJ
Past

March 3, 2016 - January 9, 2017

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

December 12, 2012 - April 10, 2014

SECUREVEST FINANCIAL GROUP

BD
CRD#: 10100
MORRISTOWN, NJ
Past

January 28, 2009 - December 20, 2012

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
NEW YORK, NY
Past

September 12, 2007 - September 27, 2007

GH TRADERS LLC

BD
CRD#: 36665
CHICAGO, IL
Past

January 4, 2006 - July 25, 2006

GH TRADERS LLC

BD
CRD#: 36665
GARDEN CITY, NY
Past

April 1, 2004 - February 8, 2005

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

May 23, 2002 - June 12, 2003

SWISS AMERICAN SECURITIES INC.

BD
CRD#: 7973
NEW YORK, NY
Past

November 13, 2001 - May 6, 2002

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

May 3, 2001 - October 17, 2001

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

June 8, 1998 - April 17, 2001

COMMERZBANK CAPITAL MARKETS CORP.

BD
CRD#: 21787
NEW YORK, NY
Past

April 21, 1997 - December 12, 1997

YAMAICHI INTERNATIONAL (AMERICA) INC.

BD
CRD#: 909
NEW YORK, NY
Past

August 15, 1996 - April 16, 1997

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

July 12, 1996 - April 16, 1997

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
Past

July 5, 1996 - July 11, 1996

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
NEW YORK, NY
Past

January 4, 1994 - May 8, 1996

FLEET ENTERPRISES, INC.

BD
CRD#: 17434
NEW YORK, NY
Past

September 17, 1993 - December 14, 1993

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/11/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CELADON FINANCIAL GROUP LLC
CELADON FINANCIAL GROUP LLC | SECURITIES & INVESTMENT PLANNING CO. | CELADONFINANCIAL.COM

CRD#: 36538 / SEC#: , 8-47288

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
Mailing Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
Phone number
(973) 701-8033
Established
Delaware since 03/09/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HERSCH, DARYL SCOTTCEO/MAJORITY MEMBER/GSP/ROSFP1255474
CAMBRIA HOLDINGS, INC.MINORITY MEMBER
COSTINE, MELISSA ANNEOPERATIONS MANAGER/GSP2646983
NAVAS, NELSON GABRIELCFO/FINOP/GSP5092353
PASTINE, ARMAND RALPHHEAD OF CAPITAL MARKETS/GSP2257531
WALDMAN, PAUL MITCHELLCCO/AMLCO/GSP/ROSFP1885767

Disclosures


Regulatory Event9
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


CELADON FINANCIAL GROUP LLC

CRD#: 36538

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