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Melissa A. Costine

CELADON FINANCIAL GROUP LLC
Copiague Harbor, NY
Some features on this profile are disabled
CRD#: 2646983
MC

Professional summary

Melissa Anne Costine, who also goes by Melissa Anne Bakos, Melissa Bakos Rowand, is a registered financial professional currently at CELADON FINANCIAL GROUP LLC located in Copiague Harbor, New York.

Melissa is registered as a RR (Registered Representative) and started their career in finance in 2000. Melissa has worked at 5 firms and has passed the Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Melissa Anne Bakos | Melissa Bakos Rowand

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 Melissa Anne Costine'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

March 5, 2025 - Present

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
Copiague Harbor, NY
Past

November 25, 2003 - February 27, 2025

T.R. WINSTON & COMPANY, LLC

BD
CRD#: 10571
BEDMINSTER, NJ
Past

April 16, 2003 - November 19, 2003

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

July 18, 2002 - April 30, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WESTFIELD, NJ
Past

March 28, 2001 - April 30, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 13, 2000 - March 23, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 30, 2000 - July 7, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
New Jersey
(3/5/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/3/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/19/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 5/26/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/9/2004
General Securities Principal Examination
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#: 36538Copiague Harbor, NY

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