Adamski D. Celestin

PHX FINANCIAL

Hauppauge, NY 11788

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CRD#: 6654443

Professional summary

Adamski De Dantes Celestin, who also goes by Adamski Celestin, Bishop Celestin, is a registered financial professional currently at PHX FINANCIAL, INC. located in Hauppauge, New York.

Adamski is registered as a RR (Registered Representative) and started their career in finance in 2017. Adamski has worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Adamski Celestin | Bishop Celestin

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 Adamski De Dantes Celestin'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

February 26, 2024 - Present

PHX FINANCIAL, INC.

Office #1: 150 Motor Parkway Suite 309, Hauppauge, NY 11788

CRD#: 144403

Hauppauge, NY

Past

October 6, 2023 - February 23, 2024

AEGIS CAPITAL CORP.

CRD#: 15007

MELVILLE, NY

Past

July 18, 2023 - September 28, 2023

SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251

NEW YORK, NY

Past

August 18, 2020 - January 13, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

New York, NY

Past

April 27, 2020 - August 10, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

August 28, 2017 - December 19, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Hartford, CT

State Registrations and Notice Filings

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

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

Arizona
(3/27/2024)

California
(3/5/2024)

Connecticut
(3/4/2024)

District of Columbia
(8/26/2024)

Florida
(5/7/2024)

Georgia
(5/5/2024)

Kansas
(10/2/2024)

Maryland
(8/26/2024)

New Jersey
(3/27/2024)

New York
(2/26/2024)

Ohio
(10/20/2024)

South Carolina
(10/20/2024)

Texas
(3/27/2024)

Virginia
(1/7/2025)

Exams

State Security Law Exam

Series 63

Date: 11/11/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/29/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/27/2017

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PHX FINANCIAL, INC.

BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

100 Wall Street Floor 10, New York, NY 10005

Mailing Address

100 Wall Street Floor 10, New York, NY 10005

Phone number

(212) 776-4187

Established

Florida since 12/27/2006

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LP	PARENT OF BROKER DEALER
CHEN, KEVIN	CEO	4871316
GILMAN, ROBERT CRAIG	FINOP - PFO	1738412
MONTANA, JOSEPH RYAN	ROSFP, MSRB PRINCIPAL	5640919
OTOYA, DANIEL ORLANDO	CHIEF COMPLIANCE OFFICER	2208241

Disclosures

Regulatory Event	4
Arbitration	2

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.

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Advisor Monitoring

Firm Stability Insights

Adamski D. Celestin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Adamski De Dantes Celestin's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS CAPITAL CORP.

SPARTAN CAPITAL SECURITIES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

PARK AVENUE SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/11/2017

Series 7TO

Date: 11/29/2023

SIE

Date: 10/1/2018

Series 6

Date: 8/27/2017

FINRA

Current Firm

PHX FINANCIAL, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PHX FINANCIAL, INC.

TRUST BUT VERIFY

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