Delta Financial Group, Inc.

Delta Financial Group, Inc. (CRD# 107399) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $1,197,401,446 in 3,256 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,197
    MILLION
  • Total Number of Accounts
    3,256
    ACCOUNTS
  • Average Account Value
    $367,752
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Delta Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sean F. Donovan
CRD#: 1437849
37 Stonehouse Road, Basking Ridge, NJ 07920

Sean Donovan (CRD# 1437849) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 38 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.

2
Wayne W. Howell
CRD#: 4435830
37 Stonehouse Road, Basking Ridge, NJ 07920

Wayne Howell (CRD# 4435830) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 22 years of experience in the finance industry. Wayne Howell 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.

3
Joseph J. Macellara
CRD#: 1070012
37 Stonehouse Road, Basking Ridge, NJ 07920

Joseph Macellara (CRD# 1070012) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 38 years of experience in the finance industry. Joseph Macellara 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.

4
Joseph D. Marrocco
CRD#: 5983899
37 Stonehouse Road, Basking Ridge, NJ 07920

Joseph Marrocco (CRD# 5983899) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 9 years of experience in the finance industry. Joseph Marrocco 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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