David Vincent Settanni
Investment adviser representative at Settanni Financial LLC
18 yearsExperience
2 statesRegistered in
CFADesignation
$397MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Dvs Capital Partners Gp, LLCApr 2024 to now
- Settanni Financial LLCOct 2020 to now
- Sutton Place Investors d/b/a Settanni FinancialNov 2018 to now
- Don Settanni, Cpa PllcDec 2011 to now
- David SettanniJun 2008 to now
- Purshe Kaplan Sterling InvestmentsOct 2020 to Dec 2023
- Cetera Investment Advisers LLCMay 2014 to Nov 2018
- Cetera Financial Specialists LLCApr 2013 to Nov 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Settanni Financial LLC
Legal name: Sutton Place Investors LLC
$397MAssets managed
160Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5559889
- Firm CRD
- 298989