Sean Donovan, financial advisor Basking Ridge NJ
96 score

Sean Donovan

CRD Number: 1437849
Current Firm: Delta Financial Group, Inc.

Sean Donovan (CRD# 1437849) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 30 years of experience in the finance industry. Sean Donovan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Delta Financial Group Basking Ridge, NJ Dec 1995 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
Contact Info for Sean F. Donovan
Phone Number: 908-542-9400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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