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RL

Ralph J. Lamberti

CELADON FINANCIAL GROUP LLC
Staten Island, NY
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CRD#: 2174717
RL

Professional summary


Ralph James Lamberti, who also goes by Ralph James Lamberti Jr, is a registered financial professional currently at CELADON FINANCIAL GROUP LLC located in Staten Island, New York.

Ralph is registered as a RR (Registered Representative) and started their career in finance in 1993. Ralph has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ralph James Lamberti Jr

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) - BD


Click below to view Ralph James Lamberti's CRS (Customer Relationship Summary).
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

May 21, 2020 - Present

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
Staten Island, NY
Past

March 29, 2021 - December 31, 2021

RJL CAPITAL ADVISORS, LLC

RIA
CRD#: 174304
STATEN ISLAND, NY
Past

April 23, 2012 - February 3, 2022

FTX CAPITAL MARKETS LLC

BD
CRD#: 158816
Staten Island, NY
Past

April 16, 2012 - June 28, 2012

VIEWTRADE SECURITIES, INC.

BD
CRD#: 46987
STATEN ISLAND, NY
Past

August 12, 2003 - April 16, 2012

SLOAN SECURITIES CORP.

BD
CRD#: 17930
STATEN ISLAND, NY
Past

June 29, 1998 - August 20, 2003

HORNBLOWER FISCHER & CO.

BD
CRD#: 10885
NEW YORK, NY
Past

May 17, 1996 - July 1, 1998

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

June 30, 1995 - July 8, 1996

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

March 22, 1995 - July 20, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

December 6, 1994 - March 3, 1995

A. T. BROD & CO. INC.

BD
CRD#: 1319
CLEVELAND, OH
Past

February 19, 1993 - March 9, 1993

KC MAY SECURITIES CORP.

BD
CRD#: 17833
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/24/2020)
RR
California
(5/21/2020)
RR
Colorado
(5/21/2020)
RR
Connecticut
(4/13/2021)
RR
Florida
(5/21/2020)
RR
Georgia
(5/21/2020)
RR
Illinois
(6/22/2022)
RR
Maryland
(5/21/2020)
RR
Michigan
(8/31/2022)
RR
Nevada
(1/4/2023)
RR
New Jersey
(5/21/2020)
RR
New York
(5/21/2020)
RR
North Carolina
(2/3/2022)
RR
Pennsylvania
(1/4/2023)
RR
Puerto Rico
(4/20/2022)
RR
Rhode Island
(8/9/2022)
RR
Texas
(5/21/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/3/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

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#: 36538Staten Island, NY

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