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David Vincent Settanni

Settanni Financial LLC

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About David Vincent Settanni

David Vincent Settanni is a financial professional with over 10 years of experience in the industry. David is a Chartered Financial Analyst and holds Series 66, SIE and Series 7 licenses. David is currently registered as an Investment Advisor Representative with Settanni Financial LLC and has previously been registered with Purshe Kaplan Sterling Investments and Cetera Financial Specialists LLC. David's specialties include financial planning, investment management, and pension consulting.

Firm Information

David Settanni is currently registered with Settanni Financial LLC. Settanni Financial LLC is a registered investment advisor with approximately $230.8 million in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Settanni Financial serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

$230.84M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Settanni’s Registration & Firm History

NY

07/29/2021 - Present

Settanni Financial LLC (KATONAH NY)

NY

10/21/2020 - 12/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Katonah NY)

NY

06/04/2013 - 12/12/2018

CETERA FINANCIAL SPECIALISTS LLC (KATONAH NY)

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Licenses & Designations

BOTH

Issued 06/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Vincent Settanni.
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