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Joseph Dennis Marrocco

Cw Advisors, LLC

Basking Ridge, NJ

Boston, MA

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Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-11
  • NJ RA
    APPROVED
    Since 2025-04-11

Branch Locations

37 Stonehouse Road 2, Basking Ridge, NJ 07920 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Millburn NJ 12/2013 04/2017
Cw Advisors, Llc Basking Ridge NJ 03/2025 Present
Delta Financial Group, Inc. Basking Ridge NJ 04/2017 03/2025
Strategic Advisers, Inc. Millburn NJ 08/2015 05/2017
  • 12/2013 → 04/2017
    Fidelity Brokerage Services Llc
    Millburn, NJ
  • 03/2025 → Present
    Cw Advisors, Llc
    Basking Ridge, NJ
  • 04/2017 → 03/2025
    Delta Financial Group, Inc.
    Basking Ridge, NJ
  • 08/2015 → 05/2017
    Strategic Advisers, Inc.
    Millburn, NJ
Previous Registrations
  • 2017-08-04 → 2025-03-27
    Delta Financial Group, Inc.
    Basking Ridge, NJ
  • 2015-08-18 → 2017-05-05
    Strategic Advisers Llc
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-25
S63 Uniform Securities Agent State Law Examination 2014-05-31
  • S66 Uniform Combined State Law Examination
    2014-11-25
  • S63 Uniform Securities Agent State Law Examination
    2014-05-31
Designations
Other Names
  • Joseph Dennis Marrocco
  • Joseph Denis Marrocco

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BASKING RIDGE, NJ
EDWARD JONES · BASKING RIDGE, NJ
CETERA INVESTMENT ADVISERS LLC · MILLINGTON, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BASKING RIDGE, NJ
CETERA INVESTMENT ADVISERS LLC · Liberty Corner, NJ
TD PRIVATE CLIENT WEALTH LLC · Bernardsville, NJ
J.P. MORGAN SECURITIES LLC · Bernardsville, NJ
MADISON AVENUE SECURITIES, LLC · Bernardsville, NJ

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