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Managing Member, Chief Financial Officer · Settanni Financial LLC

David V. Settanni

CRD 5559889 · Named on Form ADV at one SEC-registered adviser

At a glance

Settanni Financial LLC, an SEC-registered wealth manager based in Armonk, NY with $397 million in regulatory assets, lists David V. Settanni on its Form ADV as Managing Member, Chief Financial Officer, a control person.

Firms and roles

  • Settanni Financial LLCManaging Member, Chief Financial OfficerWealth manager · Armonk, NY · $397M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Donato SettanniManaging Member / Chief Executive Officer, Settanni Financial LLC
  • Vito CollacuroChief Compliance Officer, Financial Advisor, Settanni Financial LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.