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David John Massare

Signal Tree Financial Partners LLC

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About David John Massare

David John Massare is a financial advisor currently registered with Signal Tree Financial Partners LLC. He is located in Copley, Ohio and has been in the industry since 2003. Previously, David John Massare was registered with Valmark Securities, Inc., NatCity Investments, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. David John Massare is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses.

Firm Information

David Massare is currently registered with Signal Tree Financial Partners LLC. Signal Tree Financial Partners LLC is an investment advisor headquartered in Scottsdale, AZ. The firm provides financial planning, portfolio management for individuals, and selection of other advisors services. Signal Tree Financial Partners LLC manages approximately $134,650,000 in assets for 70 clients, including high net worth individuals and individuals other than high net worth.

$134.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Massare’s Registration & Firm History

OH

06/22/2023 - Present

Signal Tree Financial Partners LLC (COPLEY OH)

OH

05/05/2006 - 12/16/2015

VALMARK SECURITIES, INC. (AKRON OH)

OH

05/09/2005 - 10/05/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

MN

03/10/2003 - 03/28/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/10/2003 - 03/28/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for David John Massare. Review regulatory record here.
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