A complete list of active advisors currently associated with Settanni Financial LLC
Warmer can help you find a great advisor at Settanni Financial LLC or one who fits your needs even better.
Settanni Financial is an SEC-registered advisory firm that serves individuals (including high‑net‑worth), trusts, estates, charitable organizations, businesses and retirement plans, managing roughly $397 million for about 155 client relationships with a three‑advisor team. The firm provides discretionary and non‑discretionary investment management, retirement-plan advisory (including 3(21)/3(38) services), financial planning, and integrated wealth-management services that can include tax and estate planning. The firm follows a fiduciary, typically long‑term orientation and builds diversified portfolios using mutual funds, ETFs, individual equity and fixed‑income securities, while also employing options, private equity and third‑party independent managers where appropriate. Portfolio construction starts with a risk‑tolerance review and uses fundamental and cyclical analysis, with ongoing monitoring, rebalancing and cash management to align allocations with client objectives. Notable for a supported firm, Settanni Financial is affiliated with an accounting practice and is connected to a sponsored private pooled vehicle (DVS Capital Partners LP, with affiliated GP and management entities), and it discloses procedures to address related conflicts — including not charging its advisory fee on client assets invested in the Fund and conducting due diligence before recommending the Fund. The combination of in‑house tax/accounting capabilities, the firm’s role in a sponsored fund, and its institutional custody relationships (which provide software and operational benefits) makes its service mix less common among peers.
To learn more about the advisors currently working at Settanni Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Armonk, NY
| 10
| |
Armonk, NY
| 11
| |
Armonk, NY
| 30
|
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