David John Massare
Investment adviser representative at Signal Tree Financial Partners LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$213.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Signal Tree Financial Partners, LLCJun 2023 to now
- UnemployedFeb 2023 to Jun 2023
- Sequoia Financial Group, LLCOct 2005 to Feb 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
Signal Tree Financial Partners LLC
$213.4MAssets managed
123Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4619768
- Firm CRD
- 311871