Michael Capuano (CRD# 7464833) is an Investment Advisor Representative working at Settanni Financial LLC in Greenwich, CT and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | 1 |
| Sutton Place Investors Llc Dba Settanni Financial | Katonah, NY | Apr 2023 - Current | 1 |
| The Prudential Insurance Company Of America | White Plain, NY | Apr 2022 - Apr 2023 | 1 |
| Pruco Securities, LLC | White Plains, NY | Nov 2021 - Apr 2023 | 1 |
| Citibank N.a. | Scarsdale, NY | Jan 2016 - Oct 2021 | 5 |
| Unemployed While Transitioning From Wells Fargo To Citibank | Brookfield, CT | Aug 2015 - Dec 2015 | < 1 |
| Wells Fargo Bank | Shelton, CT | Aug 2014 - Jul 2015 | < 1 |
| Unemployed While Moving From Az To Ct To Return To Wells Fargo | Brookfield, CT | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CT
- NY
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$646,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NY
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