linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Donato Settanni

Settanni Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donato? Claim Your Profile

About Donato Settanni

Donato Settanni is a financial advisor with over 25 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 1996 and has held licenses with various firms over the years. Donato is currently the CEO of Settanni Financial LLC, a firm he founded in 2021. He is also a Certified Public Accountant (CPA) and has been in business since 1986. Donato is involved with multiple non-profit organizations in the New York area.

Firm Information

Donato 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donato Settanni’s Registration & Firm History

NY

07/13/2021 - Present

Settanni Financial LLC (KATONAH NY)

NY

10/24/2005 - 12/12/2018

CETERA FINANCIAL SPECIALISTS LLC (KATONAH NY)

NJ

10/23/1996 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

Not sure if Donato Settanni is right for you?

Licenses & Designations

BC

Issued 08/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2001

Series 7 - General Securities Representative Examination

BC

Issued 10/22/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donato Settanni.
Not sure if Donato Settanni is right for you?