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Joshua C Strouse

Investment adviser representative at Signature Equity Partners, LLC
11 yearsExperience
1 stateRegistered in
$688.1MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Signature Equity Partners, LLCOct 2023 to now
  2. Osaic Wealth, Inc.Oct 2023 to now
  3. Cambridge Investment Research Advisors IncJan 2015 to Oct 2023
  4. Cambridge Investment Research IncJan 2015 to Oct 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (OH).

Signature Equity Partners, LLC

$688.1MAssets managed
1,716Clients
34Advisers
3 yearsIn 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
5139543
Firm CRD
327455
Advisor's SEC record (opens in a new tab)
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