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Owner · Signal Tree Financial Partners LLC

Thomas C Rumsey

CRD 7886579 · 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 Thomas C Rumsey on its Form ADV as Owner.

Firms and roles

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Thomas’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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Control-person status
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When each role began
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Each firm’s assets and growth
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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

  • Jeff E. RovnakChief Executive Officer and Chief Compliance Officer, Signal Tree Financial Partners LLC
  • David J. MassareSenior Financial Advisor, Signal Tree Financial Partners LLC
  • Elizabeth P. ScheidererPrincipal and Senior Financial Advisor, Signal Tree Financial Partners LLC

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