Vito
Collacuro

Settanni Financial LLC

CRD#6280447
Investment Advisor
in Katonah, NY

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About this Advisor

Vito Collacuro is a financial advisor based out of Katonah, New York, with 3 years of relevant experience. Collacuro is an advisor for Settanni Financial LLC. During their career, Collacuro has held roles at Pizza Pizzazz, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Settanni Financial LLC and Settanni Cpa. Collacuro holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and New York. Settanni Financial LLC is a company with a branch in Katonah, New York. The investment advisory business has just four financial advisors. It controls $201 million in assets under management across its 368 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 368 customer accounts, 21% are associated with high-net-worth clients who have at least $1 million in investable assets. Settanni Financial LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types billed by Settanni Financial LLC likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Katonah, NY

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Settanni Financial LLC Brokerage Details

Total Assets Under Management

$200,565,307

Total Number of Employees

4

Total Number of Accounts

368

Average Account Size

$545,014

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Vito Collacuro Work History

Vito has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Settanni Financial LLC

2013 - Present (11 years)

Settanni Cpa

2014 - 2018 (4 years)

Cetera Investment Advisers LLC

2013 - 2018 (5 years)

Cetera Financial Specialists LLC

1998 - 2013 (15 years)

Pizza Pizzazz

*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 Vito Collacuro 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

David Settanni
Katonah, NY
Donato Settanni
Katonah, NY
Vito Collacuro
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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