Manuel Cortez Gonzalez
Investment adviser representative at Signature Equity Partners, LLC
19 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
19 years in the industry.
- Signature Equity Partners, LLCAug 2023 to now
- Osaic Wealth, Inc (formerly Royal Alliance Associates, Inc.)Nov 2018 to now
- SiiJun 2018 to Nov 2018
- Pruco Securities, LLC.Jan 2007 to May 2018
- The Prudential Insurance Company of AmericaJan 2007 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5274759
- Firm CRD
- 327455