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George Andrew Andrews

Celadon Managed Wealth

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About George Andrew Andrews

George Andrews is an Investment Advisor Representative with Celadon Managed Wealth. George is licensed in Minnesota and has 30 years of experience in the financial services industry. George has a strong background in investment advisory services, specifically in portfolio management for individuals and financial planning. George has experience working with high-net-worth individuals and other individual investors, charitable organizations, and other clients.

Firm Information

George Andrews is currently registered with Celadon Managed Wealth. Celadon Managed Wealth is an investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $70.6 million in assets for 235 clients.

$70.62M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Andrews’s Registration & Firm History

MN

11/18/2015 - Present

Celadon Managed Wealth (PLYMOUTH MN)

MN

03/05/2004 - 04/29/2013

FELTL & COMPANY (MINNETONKA MN)

MN

04/09/1998 - 03/17/2004

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

NY

03/02/1998 - 04/14/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

09/10/1993 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NY

06/05/1991 - 09/14/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

11/20/1986 - 06/10/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Andrew Andrews.
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