Sean
Donovan
Delta Financial Group, Inc
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About this Advisor
Sean Donovan is a financial advisor based in Basking Ridge, New Jersey, working with Delta Financial Group, Inc. Sean has previously held a position at Delta Financial Group. Sean has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Sean is part of Delta Financial Group, Inc, which operates out of Basking Ridge, New Jersey. The firm has 10 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Delta Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Delta Financial Group, Inc Brokerage Details
$1,197,401,446
10
3,256
$367,752
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Sean Donovan Work History
Delta Financial Group
Disclosures
Please visit the SEC profile of Sean Donovan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Financial Group, Inc
Basking Ridge, NJ
Basking Ridge, NJ
Basking Ridge, NJ
Basking Ridge, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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