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Senior Financial Advisor · Signal Tree Financial Partners LLC

David J. Massare

CRD 4619768 · Named on Form ADV at one SEC-registered adviser

At a glance

Signal Tree Financial Partners LLC, an SEC-registered wealth manager based in Copley, OH with $213 million in regulatory assets, lists David J. Massare on its Form ADV as Senior Financial Advisor.

Firms and roles

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David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.