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Michael Martin Capuano

Settanni Financial LLC

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About Michael Martin Capuano

Michael Capuano is a financial advisor and registered representative at Settanni Financial LLC, based in Greenwich, Connecticut. Michael has over 10 years of experience in the financial services industry. Michael holds the Series 66, Series 7, and SIE licenses and has a strong track record of providing investment advice to individuals, families, and businesses. Michael's previous experience includes roles at Purshe Kaplan Sterling Investments, Pruco Securities, LLC., Citibank N.A., Wells Fargo Bank and The Prudential Insurance Company of America. Michael is committed to helping clients achieve their financial goals.

Firm Information

Michael Capuano 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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Michael Capuano’s Registration & Firm History

CT

05/04/2023 - Present

Settanni Financial LLC (GREENWICH CT)

NY

05/01/2023 - 07/01/2024

PURSHE KAPLAN STERLING INVESTMENTS (Katonah NY)

NY

01/11/2022 - 05/09/2023

PRUCO SECURITIES, LLC. (White Plains NY)

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Licenses & Designations

BOTH

Issued 02/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Martin Capuano.
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