Donato
Settanni
Settanni Financial LLC
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About this Advisor
Donato Settanni is a financial advisor operating out of Katonah, New York with 2 years of industry experience. Settanni works at Settanni Financial LLC. Over the course of their career, Settanni has held roles at Cetera Investment Advisers LLC, Cetera Financial Specialists LLC, Settanni Financial, Purshe Kaplan Sterling Investments and Sutton Place Investors, LLC. Settanni has a Series 63 license, which qualifies them as a securities representative, and is able to operate in New York. Settanni Financial LLC is a registered investment company with a branch in Katonah, New York. It has just four people on staff. It oversees $201 million in assets under management across its 368 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 368 customer accounts, 21% are held by high-net-worth individuals who have more than $1 million in assets. Settanni Financial LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees depend on which service is provided. However, fees billed by Settanni Financial LLC most likely are comprised of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Settanni Financial LLC Brokerage Details
$200,565,307
4
368
$545,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Donato Settanni Work History
Donato has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Sutton Place Investors, LLC
Settanni Financial
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donato Settanni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Settanni Financial LLC
Katonah, NY
Katonah, NY
Katonah, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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