What departments does Settanni Financial have?

Settanni Financial has employees across 1 departments including Marketing.

What is the largest department at Settanni Financial?

The largest department at Settanni Financial is Marketing with 1 employees.

Where are Settanni Financial employees located globally?

Settanni Financial has employees across 1 continents and 1 countries including United States Of America.

How has Settanni Financial's team size changed over time?

Settanni Financial's team has decreased from approximately 7 to 4 employees based on available data.

Settanni Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

Settanni Financial is a private wealth management firm based in Armonk, New York. The company focuses on asset management, estate planning, and retirement planning, working with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver comprehensive financial guidance. Its client base appears to be individuals seeking coordinated management of taxes, fees, and risk within a broader wealth management strategy, supported by advisory services through Sutton Place Investors LLC dba Settanni Financial. With more than 30 years of combined experience in taxes, investments, estates, and trusts in the region, the firm positions itself within the financial services industry as a local, specialized advisor offering education and planning resources for clients and prospective clients where properly licensed. Settanni Financial operates nationally through its registered advisor structure, maintaining the necessary registrations and licenses across states as required. A recent development note is that advisory services are offered under the umbrella of Sutton Place Investors LLC dba Settanni Financial.

Settanni Financial Global Highlights

North America
7

United States Of America
7

Settanni Financial's Leadership

D. S.
Owner
Mobile Phone
Email
C. C.
Marketing And Branding Associate
Mobile Phone
Email

Settanni Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Settanni Financial

Name

Title

Contact

Location

Last Update

D. S.
Owner
Mobile Phone
Email
Oct 17, 2024
C. C.
Marketing And Branding Associate
Mobile Phone
Email
Jun 26, 2026

Frequently Asked Questions

What is Settanni Financial known for?

Settanni Financial was founded in 2018 operates in the Financial Services industry. Explore Settanni Financial's company overview page for more information.

What is Settanni Financial's most common email format?

Settanni Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Settanni Financial email formats with LeadIQ.

How many employees does Settanni Financial have currently?

Settanni Financial has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Settanni Financial's key employees and leadership?

As of August 2026, Settanni Financial's key employees include:

Owner: D. S.
Marketing And Branding Associate: C. C.

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Settanni Financial Employee Directory

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