David John Massare

Employer firm

Signal Tree Financial Partners LLC CRD 311871

$213M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 02/2023
  Sequoia Financial Group, Llc
  Akron, OH
• 02/2023 → 06/2023
  Unemployed
  Aurora, OH
• 06/2023 → Present
  Signal Tree Financial Partners, Llc
  Copley, OH

Previous Registrations

• 2007-03-27 → 2023-03-03
  Sequoia Financial Group, L.L.C.
  Beachwood, OH
  Akron, OH
• 2003-04-17 → 2005-03-28
  Ameriprise Financial Services, Llc
  Independence , OH

Exams

• S66 Uniform Combined State Law Examination
  2003-06-24

Designations

• Certified Financial Planner

Other Names

• Dave Massare