Celadon Financial Group LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
28
Avg account
$0

Firm details

Headquarters
Morristown, New Jersey
CRD number
36538
Registered since
October 19, 1994

Firm profile

FINTRX

Overview

Celadon Financial Group LLC is organized as a limited liability company and has been SEC registered since 1994. FINTRX classifies the firm as a conventional broker-dealer and lists its ownership as both a domestic entity and an individual. The database flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. FINTRX does not list the firm as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. FINTRX does not provide granular detail on Celadon’s advisory activities, investment mandates, or client segments, leaving its day-to-day investment positioning and product lineup unspecified in the record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Daryl Hersch

    Chief Executive OfficerCRD 1255474

  • Nelson Navas

    Nelson Navas

    Chief Financial OfficerCRD 5092353

  • Paul Waldman

    Paul Waldman

    General Counsel and Chief Compliance OfficerCRD 1885767

Contacts

3 of 25
  • Patrick Tucci

    Patrick Tucci

    Portfolio ManagerCRD 2285153

  • Marcel Chaimowitz

    Prop TraderCRD 2535042

  • Giuseppe Dedona

    Institutional SalesCRD 3115332

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
89 Headquarters Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth