Joseph Dennis Marrocco

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2014-11-25
• S63 Uniform Securities Agent State Law Examination
  2014-05-31

Designations

• Certified Financial Planner

Other Names

• Joseph Dennis Marrocco
• Joseph Denis Marrocco