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FIRM PROFILE
Overview
CELADON FINANCIAL GROUP LLC is located at 89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960 and was first established at Woodbridge, Delaware in 03/09/2009. After operating for 17 years, CELADON FINANCIAL GROUP LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CELADON FINANCIAL GROUP LLC’s clients are individuals and 0% of their clients are high net worth individuals. CELADON FINANCIAL GROUP LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CELADON FINANCIAL GROUP LLC are registered to handle securities or provide financial advice. The firm has 10 disclosures, 9 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CELADON FINANCIAL GROUP LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CELADON FINANCIAL GROUP LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CELADON FINANCIAL GROUP LLC Comes From
Understanding the Statistics for CELADON FINANCIAL GROUP LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
Small
(973) 701-8033
Delaware since 03/09/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HERSCH, DARYL SCOTT | CEO/MAJORITY MEMBER/GSP/ROSFP | 1255474 | |
| CAMBRIA HOLDINGS, INC. | MINORITY MEMBER | ||
| COSTINE, MELISSA ANNE | OPERATIONS MANAGER/GSP | 2646983 | |
| NAVAS, NELSON GABRIEL | CFO/FINOP/GSP | 5092353 | |
| PASTINE, ARMAND RALPH | HEAD OF CAPITAL MARKETS/GSP | 2257531 | |
| WALDMAN, PAUL MITCHELL | CCO/AMLCO/GSP/ROSFP | 1885767 |
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Advisor's working at CELADON FINANCIAL GROUP LLC
Michael Martin Wayne
Thomas J Weyl
Kerry Reynolds Langston
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