David J. Massare

SIGNAL TREE FINANCIAL PARTNERS LLC

Copley, OH 44321

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CRD#: 4619768

Professional summary

David John Massare JR, CFP®, CLU®, who also goes by Dave Massare, is a registered financial advisor currently at SIGNAL TREE FINANCIAL PARTNERS LLC located in Copley, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Massare

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SEQUOIA FINANCIAL GROUP, LLC. 3500 EMBASSY PARKWAY, AKRON, OH 44333. WEALTH MANAGEMENT & FINANCIAL PLANNING. INVESTMENT RELATED. START DATE - 7/2/2012. 160 - 200 HOURS PER MO. ALL DURING TRADING HOURS. POSITION - DIRECTOR, PRIVATE CLIENT SERVICES. RECEIVES SALARY AND ELIGIBLE FOR BONUS FROM SEQUOIA FINANCIAL GROUP, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Massare JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CLU^®

Chartered Life Underwriter

Experience

Current

June 22, 2023 - Present

SIGNAL TREE FINANCIAL PARTNERS LLC

Office #1: 840 Rothrock Road Suite 201, Copley, OH 44321

RIA

CRD#: 311871

Copley, OH

Past

March 27, 2007 - March 3, 2023

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

BEACHWOOD, OH

Past

May 5, 2006 - December 16, 2015

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

May 9, 2005 - October 5, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 17, 2003 - March 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

INDEPENDENCE , OH

Past

March 10, 2003 - March 28, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 10, 2003 - March 28, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/2003

General Securities Representative Examination

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD#: 311871 / SEC#: 801-131429

RIA

Registered Investment Advisory firm - (11/6/2024 Approved)

Ohio

Registered Investment Advisory firm - (11/18/2024 Terminated)

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Contact information

Main Address

840 Rothrock Road Suite 201, Copley, OH 44321

Mailing Address

Phone number

(330) 590-5937

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL TREE FINANCIAL DISCLOSURE BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	320
AUM (Assets Under Management)	$ 171,150,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David J. Massare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Massare JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUOIA FINANCIAL GROUP, L.L.C.

VALMARK SECURITIES, INC.

NATCITY INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SIGNAL TREE FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2003

SIE

Date: 12/16/2015

Series 7

Date: 3/6/2003

Current Firm

SIGNAL TREE FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL TREE FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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