David Settanni
Settanni Financial · Armonk, New York
David Settanni is a fee-only financial advisor at Settanni Financial in Armonk, New York, who holds the CFA credential. Settanni Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Settanni Financial |
|---|---|
| Based in | Armonk, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.0M across 457 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, NY · CRD 5559889 |
| Exams passed | Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.settannifinancial.com |
How David's firm compares
- Settanni Financial's average account is about $869,000, from its Form ADV (assets managed divided by 457 accounts).
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Questions about David
Is David Settanni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Settanni Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Settanni Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Settanni based?
David Settanni is based in Armonk, New York.
What credentials does David Settanni hold?
David Settanni holds the CFA credential.
Is David Settanni registered with the SEC?
Yes. David Settanni is registered as an investment adviser representative in CT and NY (CRD 5559889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Settanni Financial manage?
Settanni Financial reports $397.0M across 457 accounts in assets under management.
How do I contact David Settanni?
Through David's website, www.settannifinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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