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Andrew Joseph Settecerri

Arbor Trust Wealth Advisors, LLC

Ann Arbor, MI

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Current Employers
Arbor Trust Wealth Advisors, Llc

825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-12-01
  • MI RA
    APPROVED
    Since 2021-12-01

Branch Locations

825 Victors Way Suite 150, Ann Arbor, MI 48108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hope College Holland MI 09/2013 05/2017
Top 50 Junior Golf Tour Plymouth MI 05/2017 09/2017
Integrated Capital Management, Llc Bloomfield Hills MI 10/2017 07/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 03/2019 05/2020
Fidelity Investments, Inc. Ann Arbor MI 07/2020 11/2021
Arbor Trust Wealth Advisors, Llc Ann Arbor MI 11/2021 01/2024
Arbor Trust Wealth Advisors, Llc Ann Arbor MI 01/2024 Present
  • 09/2013 → 05/2017
    Hope College
    Holland, MI
  • 05/2017 → 09/2017
    Top 50 Junior Golf Tour
    Plymouth, MI
  • 10/2017 → 07/2020
    Integrated Capital Management, Llc
    Bloomfield Hills, MI
  • 03/2019 → 05/2020
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 07/2020 → 11/2021
    Fidelity Investments, Inc.
    Ann Arbor, MI
  • 11/2021 → 01/2024
    Arbor Trust Wealth Advisors, Llc
    Ann Arbor, MI
  • 01/2024 → Present
    Arbor Trust Wealth Advisors, Llc
    Ann Arbor, MI
Previous Registrations
  • 2020-08-11 → 2021-11-08
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
  • 2019-10-08 → 2020-07-08
    Integrated Capital Management
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-11
  • S66 Uniform Combined State Law Examination
    2019-06-11
Designations
Other Names
  • Andrew Joseph Settecerri
  • Andrew Settecerri

View on SEC IAPD

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SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
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