AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CF

Celeste Lauren Feehan

TRADEWEB DIRECT
GARDEN CITY, NY
·CRD# 5575806·15 years experience

Professional Summary

Celeste Lauren Feehan, who also goes by Celeste L Shelley, Celeste Lauren Shelley, is a registered financial advisor currently at TRADEWEB DIRECT LLC located in Garden City, New York. Celeste is registered as a RR (Registered Representative) and started their career in finance in 2011. Celeste has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Celeste L Shelley, Celeste Lauren Shelley

Blog Corner

Similar Advisors

NORTH WOODMERE, NY · CRD#
View profile
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Years of Experience

15 years in the financial services industry

Current & Past Employments

TRADEWEB DIRECT LLC·CRD# 103787
BD
1225 Franklin Avenue Suite 550, Garden City, NY 11530
May 6, 2014 - Present
TRADEWEB LLC·CRD# 42759
BD
New York, NY
November 1, 2011 - June 12, 2014
VIRTU ITG LLC·CRD# 29299
BD
New York, NY
January 26, 2011 - October 31, 2011

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

Current Firm

TD
TRADEWEB DIRECT LLC

BONDDESK TRADING LLC | TRADEWEB DIRECT LLC

CRD#: 103787 / SEC#: 8-52278
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

245 Park Avenue, New York, NY 10167

Mailing Address

245 Park Avenue, New York, NY 10167

Phone Number

(212) 808-0004

Established

Delaware since 11/03/1999

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BONDDESK GROUP LLCOWNER—
BRUNER, CHRISTIAN ADAMBOARD MEMBER5661505
CLACK, AMYBOARD MEMBER4882071
FEEHAN, CELESTE LAURENEXECUTIVE REPRESENTATIVE5575806
FRIEDMAN, DOUGLAS L.GENERAL COUNSEL5121291
MCGUIRE, MICHAEL TERRENCECHIEF COMPLIANCE OFFICER2267871
PITTINSKY, JONATHAN DAVIDCHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL4291263
SERRAO, ASHLEY NEILBOARD MEMBER5360541
WOOD, ELISABETH KIRBYBOARD MEMBER4929181

Disclosures

Regulatory Event

2

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

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.

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(5/6/2014)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2011About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2011About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2019About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Celeste Lauren Feehan's CRS (Customer Relationship Summary).

Similar Advisors

Randy Brickman
Randy Brickman

PARK AVENUE SECURITIES LLC

NORTH WOODMERE, NY · CRD#
Nicholas Wayne Rygiel
Nicholas Wayne Rygiel

PROTOCOL WEALTH, LLC

Havertown, PA · CRD#
Matthew James Borja Wang
Matthew James Borja Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
Jason Matthew Gilbert
Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC

GREAT NECK, NY · CRD#
CF
Follow Celeste
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required