AdvisorOS Directory
Claim Profile
Unclaimed Profile
SD

Sean Francis Donovan

DELTA FINANCIAL GROUP, INC.·BASKING RIDGE, New Jersey
Series 7, Series 63Clean record14 years registeredDELTA FINANCIAL GROUP, INC.
37 STONEHOUSE ROAD, BASKING RIDGE, NJ 07920-2628CRD# 1437849Firm CRD# 107399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Francis Donovan · BASKING RIDGE, NJ
Registration
CRD #1437849 · DELTA FINANCIAL GROUP, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

CW ADVISORS, LLC
Mar 2025 – present
DELTA FINANCIAL GROUP, INC.
May 2012 – Mar 2025
BASKING RIDGE, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 16, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELTA FINANCIAL GROUP, INC.
CRD 107399 · SEC 801-38772
AUM
$1.2B
Regulatory assets under management
Employees
10
3,256 client accounts
Services offered by DELTA FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELTA FINANCIAL GROUP, INC. →
Introduction

Speak with Sean

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sean is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BASKING RIDGE?

Browse all registered financial advisors in BASKING RIDGE, New Jersey or claim this profile if it's yours.

Browse BASKING RIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Sean Francis Donovan offer?
Sean Francis Donovan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BASKING RIDGE, New Jersey for a consultation.
What are Sean Francis Donovan's credentials?
Sean Francis Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Francis Donovan located?
Sean Francis Donovan is based in BASKING RIDGE, New Jersey, working with DELTA FINANCIAL GROUP, INC.. Their office serves clients in the BASKING RIDGE metropolitan area and surrounding communities.
How does Sean Francis Donovan charge for services?
Sean Francis Donovan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELTA FINANCIAL GROUP, INC.?
DELTA FINANCIAL GROUP, INC. has approximately 10 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DELTA FINANCIAL GROUP, INC.

Joseph John Macellara
BASKING RIDGE, NJ

More Advisors in BASKING RIDGE, New Jersey

Daniel Michael Mccarthy
GOULDIN & MCCARTHY, LLC·BASKING RIDGE, NJ
Debra Lynn Schatzki
BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, NJ
CFP
Alyssa Yvonne Mcmahon
BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, NJ
CFPCFA
Lance Alden Lipset
LWS WEALTH ADVISORS, INC.·BASKING RIDGE, NJ
CFP
Lisa Anne Crosta
BPP WEALTH SOLUTIONS, LLC·BASKING RIDGE, NJ
CFP
Michael Hayes Gouldin
GOULDIN & MCCARTHY, LLC·BASKING RIDGE, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile