Settanni Financial LLC

Settanni Financial LLC (CRD# 298989) is a financial advisory firm headquartered in , . They manage $230,835,315 in 357 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://twitter.com/nywealthmanager
By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $646,598
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NY

Financial Advisors at Settanni Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Vito Collacuro, financial advisor Katonah NY
Vito Collacuro
CRD#: 6280447
Katonah, NY

Vito Collacuro (CRD# 6280447) is an Investment Advisor Representative working at Settanni Financial LLC in Katonah, NY and has over 9 years of experience in the finance industry.

2
David Settanni, financial advisor Katonah NY
David V. Settanni
CRD#: 5559889
Katonah, NY

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.

3
Michael Capuano, financial advisor Greenwich CT
Michael M. Capuano
CRD#: 7464833
67 Holly Hill Lane, Ste 202d, Greenwich, CT 06830

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.

4
Donato Settanni, financial advisor Katonah NY
Donato Settanni
CRD#: 2775800
Katonah, NY

Donato Settanni (CRD# 2775800) is an Investment Advisor Representative working at Settanni Financial LLC in Katonah, NY and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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