CELADON FINANCIAL GROUP LLC

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
27
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 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

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

  • NELSON NAVAS

    Chief Financial OfficerCRD 5092353

  • PAUL WALDMAN

    General Counsel and Chief Compliance OfficerCRD 1885767

Contacts

3 of 24
  • PATRICK TUCCI

    Portfolio ManagerCRD 2285153

  • GIUSEPPE DEDONA

    Institutional SalesCRD 3115332

  • Thomas Weyl

    Registered RepresentativeCRD 1753050

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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