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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 2
Office Locations
About Settanni Financial LLC
Settanni Financial is a private wealth management firm in Westchester County, NY serving families with personalized planning and investment management for retirement income, college funding, estate planning, and insurance/risk management. Portfolios lean heavily on ETFs alongside public funds. Custodies with Charles Schwab. The firm also founded Special Kids of NY to support local children needing financial assistance.
Team overview
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Custodian
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Investment Vehicles
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Owner & Executives
DAVID VINCENT SETTANNI
Chief Financial Officer, Managing Member
- CRD
- #5559889
- Ownership
- 50% but less than 75%
DONATO SETTANNI
Chief Executive Officer, Managing Member
- CRD
- #2775800
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,550,000 | $790,576 |
| Non-Discretionary | $40,480,322 | $6,746,720 |
| Total | $397,030,322 | $868,775 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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