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Sean Francis Donovan

Delta Financial Group, Inc.

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About Sean Francis Donovan

Sean Donovan is a financial advisor with Delta Financial Group, Inc., headquartered in Basking Ridge, NJ. Sean has been in the financial industry since 1985 and has been registered with Delta Financial Group, Inc. since 2012. Sean is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and portfolio management for businesses. Sean has experience working with high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Sean Donovan is currently registered with Delta Financial Group, Inc.. Delta Financial Group, Inc. is an investment advisor based in BASKING RIDGE, NJ. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses. The firm manages approximately $1.20 billion in assets and provides financial planning and portfolio management for individuals and businesses.
Delta Financial Group, Inc.

37 STONEHOUSE ROAD

BASKING RIDGE, NJ 07920-2628

$1.20B

Assets Under Management

67

Total Clients

3

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sean Donovan’s Registration & Firm History

NJ

05/16/2012 - Present

Delta Financial Group, Inc. (BASKING RIDGE NJ)

NE

06/13/1991 - 11/21/1995

SECURITIES AMERICA, INC. (LAVISTA NE)

NA

02/01/1988 - 06/20/1991

ZOCH & ZOCH FINANCIAL GROUP, INC.

NA

04/09/1987 - 06/17/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NY

11/26/1985 - 04/14/1987

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 12/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Francis Donovan.
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