Andrew J. Settecerri

ARBOR TRUST WEALTH ADVISORS

Ann Arbor, MI 48108

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CRD#: 6866102

Professional summary

Andrew Joseph Settecerri, CFP®, who also goes by Andrew Joseph Settecerri, Andrew Settecerri, is a registered financial advisor currently at ARBOR TRUST WEALTH ADVISORS, LLC located in Ann Arbor, Michigan.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Joseph Settecerri | Andrew Settecerri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Settecerri's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 1, 2021 - Present

ARBOR TRUST WEALTH ADVISORS, LLC

Office #1: 825 Victors Way Suite 150, Ann Arbor, MI 48108

RIA

CRD#: 169611

Ann Arbor, MI

Past

August 11, 2020 - November 8, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ANN ARBOR, MI

Past

August 3, 2020 - November 3, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ANN ARBOR, MI

Past

October 8, 2019 - July 8, 2020

INTEGRATED CAPITAL MANAGEMENT

RIA

CRD#: 284766

BLOOMFIELD HILLS, MI

Past

April 1, 2019 - May 22, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bloomfield Hills, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC | EDITH ADVISORS, LLC

CRD#: 169611 / SEC#: 801-78929

RIA

Registered Investment Advisory firm - (1/3/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(12/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/30/2018

Securities Industry Essentials Examination

Current Firm

ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC | EDITH ADVISORS, LLC

CRD#: 169611 / SEC#: 801-78929

RIA

Registered Investment Advisory firm - (1/3/2014 Approved)

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Contact information

Main Address

825 Victors Way Suite 150, Ann Arbor, MI 48108

Mailing Address

Phone number

(734) 389-7794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARBOR TRUST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (5/30/2025)

Regulatory assets under management

Total Number of Accounts	1,463
AUM (Assets Under Management)	$ 611,719,592

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew J. Settecerri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Settecerri's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

INTEGRATED CAPITAL MANAGEMENT

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

ARBOR TRUST WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2019

Series 7TO

Date: 3/15/2024

SIE

Date: 11/30/2018

Current Firm

ARBOR TRUST WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR TRUST WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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