CELADON FINANCIAL GROUP LLC
Firm details
- Headquarters
- MORRISTOWN, New Jersey
- CRD number
- 36538
- Registered since
- October 19, 1994
- Website
- www.celadonfinancial.com
Firm profile
FINTRXOverview
Celadon Financial Group LLC is organized as a limited liability company and operates as a conventional broker‑dealer. The firm has been SEC‑registered since 1994 and lists ownership involving both a domestic corporate entity and individual stakeholders. Several registry flags indicate the firm is not acting as a capital allocator, is not an active ESG investor, and does not position itself as a pension consultant or a related adviser. Regulatory and classification signals point to a primary broker‑dealer orientation rather than a wealth‑management RIA model: it is not designated as a multi‑state adviser and is not a newly formed adviser. The firm has not provided detail on advisory activities, fee schedules, or client segmentation in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3DARYL HERSCH
Chief Executive OfficerCRD 1255474
NELSON NAVAS
Chief Financial OfficerCRD 5092353
PAUL WALDMAN
General Counsel and Chief Compliance OfficerCRD 1885767
Contacts
3 of 24PATRICK TUCCI
Portfolio ManagerCRD 2285153
GIUSEPPE DEDONA
Institutional SalesCRD 3115332
Thomas Weyl
Registered RepresentativeCRD 1753050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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