David Settanni (CRD# 5559889) is an Investment Advisor Representative working at Settanni Financial LLC in Katonah, NY and has over 10 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Dvs Capital Partners Gp, LLC | Greenwich, CT | Apr 2024 - Current | < 1 |
Sutton Place Investors D/b/a Settanni Financial | Katonah, NY | Nov 2018 - Current | 5 |
Don Settanni, Cpa Pllc | Katonah, NY | Dec 2011 - Current | 12 |
David Settanni | Greenwich, CT | Jun 2008 - Current | 15 |
Purshe Kaplan Sterling Investments | Albany, NY | Oct 2020 - Dec 2023 | 3 |
Cetera Investment Advisers LLC | Katonah, NY | May 2014 - Nov 2018 | 4 |
Cetera Financial Specialists LLC | Schaumburg, IL | Apr 2013 - Nov 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- 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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