Donato Settanni

Current Employers

Employment History

• 10/2005 → 11/2018
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2006 → 11/2018
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2012 → 11/2018
  Settanni Financial
  Katonah, NY
• 11/2018 → Present
  Sutton Place Investors, Llc
  Katonah, NY
• 11/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1) Sutton Place Investors DBA Settanni Financial. Investment Related. 6 Sutton Place, Katonah, NY 10536. Registered Investment Advisor, CEO. Start 11/2018. 80hrs/mo, all during trading hours. Investment Advisory, Asset Management and Financial Planning Services for businesses and high net worth families. 2) Don Settanni, CPA LLC. Non-Investment related. 6 Sutton Place, Katonah, NY 10536. Accounting and Tax Preparation. Sole Proprietor. Start 4/1986. 40hrs/mo, all during trading hours. Accounting for small businesses and tax preparation for small businesses, individuals and families. 3) Oakland Cemetery Association. Non-Investment related. 2 Saw Mill River Road, Yonkers, NY 10701. Cemetery, member Board of Trustees. Start 4/2017. 2hrs/mo, 0 during trading hours. Attend monthly board meetings regarding the continuing operations of the cemetery. 4)Special Kids of New York - Non-investment related. 6 Sutton Place, Katonah, NY 10536. Not-fot-profit, President. Start 1/1999. 2hrs/mo. 0 during trading hours. Organize an annual dinner dance and donate to children in need in New York. 5) St. Patrick's Church. Non-Investment Related. 137 Moseman Road, Yorktown, NY. Church, member Board of Trustees. Start 4/2014. 1hr/mo, 0 during trading hours. Attend meetings to discuss church activities. 6) Cabrini of Westchester. Non-Investment Related. 115 Broadway, Dobbs Ferry, NY 10522. Nursing Home, member Board of Directors. Start 10/2016. 1hr/mo, during trading hours. Attend meetings to discus nursing home operations. 7) Fixed Insurance. Investment related. 6 Sutton Place, Katonah, NY 10536. Insurance sales, Sole Proprietor. 1hr/mo, all during trading hours. Sells Life Insurance, Annuities, and Long Term Care. 8) TRUSTEE for the following - 1. Chirico Family 2015 Irrev Trust. 2. Nicolette Chirico Irrev Trust. 3. Isabella Chirico Irrev Trust. 4. Emanuel Chirico Irrev Trust. 5. Emanuel Chirico Irrev Trust FBO Michael Chirico. 6. Emanuel Chirico Irrev Trust FBO Dominic Chirico. 7. Emanuel Chirico Irrev Trust FBO Vincent Chirico. LOCATED 6 Sutton Place, Katonah NY. START 12/2020. Re-balancing portfolios by speaking with grantors and beneficiaries about investment and planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-14