Sean
Donovan
Delta Financial Group, Inc
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About this Advisor
Sean Donovan is a certified financial planner based out of Basking Ridge, New Jersey who has 11 years of industry experience. Donovan currently works for Delta Financial Group, Inc. They have been employed by Delta Financial Group, Inc for the entirety of their career. Donovan has a Series 63 license, designating them as a securities representative, and is able to advise clients in New Jersey. Delta Financial Group, Inc is a registered investment company that has its headquarters in Basking Ridge, NJ. It oversees $996 million in assets among its 3,051 accounts, making it one of the bigger firms in the United States by assets under management. The firm advises two charities and foundations. Of its 3,051 accounts, 47% are held by high-net-worth individuals who have more than $1 million in assets. Delta Financial Group, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Delta Financial Group, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Financial Group, Inc Brokerage Details
$996,313,773
10
3,051
$326,553
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
Sean has been registered as a financial advisor for 11 years.*
Delta Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
