Delta Financial Group, Inc.

Delta Financial Group, Inc. (CRD# 107399) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $467,031,143 in 2,733 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    467
    MILLION
  • Total Number of Accounts
    2,733
    ACCOUNTS
  • Average Account Value
    $170,886
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

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
96
Wealthminder
score

Sean Donovan (CRD# 1437849) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 32 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
96
Wealthminder
score

Wayne Howell (CRD# 4435830) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 16 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
96
Wealthminder
score

Joseph Macellara (CRD# 1070012) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 32 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
93
Wealthminder
score

Joseph Marrocco (CRD# 5983899) is an Investment Advisor Representative working at Delta Financial Group, Inc. in Basking Ridge, NJ and has over 3 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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