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 that operates as a conventional broker-dealer. The firm has been SEC-registered since 1994 and presents ownership that involves both a domestic corporate entity and individual ownership. Available profile data indicates Celadon does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor as a pension consultant or related adviser. Publicly available information in the provided dataset does not detail the firm's advisory activities, client segmentation, or fee schedule.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Daryl Hersch

    Chief Executive OfficerCRD 1255474

  • Paul Waldman

    Paul Waldman

    General Counsel and Chief Compliance OfficerCRD 1885767

  • Nelson Navas

    Nelson Navas

    Chief Financial OfficerCRD 5092353

Contacts

3 of 25
  • Joseph Cofrancesco

    Joseph Cofrancesco

    Registered RepresentativeCRD 6822708

  • Ralph Lamberti

    Ralph Lamberti

    Managing DirectorCRD 2174717

  • Armand Pastine

    Armand Pastine

    Senior Managing DirectorCRD 2257531

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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