Broadview Heights, OH Office

Team
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Signature Equity Partners, LLC logo

Signature Equity Partners, LLC

Multi-team

Firm-wide stats for Signature Equity Partners, LLC

Total advisors

34

Across 19 offices

Clients per advisor

50 Typical

Avg AUM per client

$400,989 Low

HNW client ratio

6% Low

About

Signature Equity Partners provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, corporations and other entities. The firm offers portfolio management, financial planning, retirement‑plan consulting, and third‑party money manager selection across both discretionary and non‑discretionary engagements.

It delivers advice through a network of independent advisory affiliates whose underlying advisors are registered as Signature IARs and makes extensive use of the Vision2020 Wealth Management Platform (including advisor‑managed portfolios, SMAs, UMAs, GMPAs and SUMAs) while also offering independent portfolio management and TPMM monitoring. Portfolios are tailored to each client’s investor profile, monitored on an ongoing basis, and can include model portfolios and optional overlays such as tax management and socially responsible investing.

Noteworthy features include a multi‑team structure of 34 advisors operating under multiple trade names, a recent founding in 2023, and platform relationships with Vision2020/Osaic and Envestnet that support wrap‑fee options and overlay services. Many advisors are dually registered with a broker‑dealer and some are licensed to sell insurance through an affiliated insurance agency, arrangements that provide additional implementation options and are disclosed in the firm’s brochure.

Based on Signature Equity Partners, LLC

Expertise

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance

Based on Signature Equity Partners, LLC

Occupation focus

Executive Founder/Business Owner

Based on Signature Equity Partners, LLC

Location

9150 South Hills Blvd, Suite 200

Broadview Heights OH 44147

Advisors at this office

4

Advisors at this office

user avatar

Rodney S

Series 66

Broadview Heights, OH

Signature Equity Partners, LLC

Rodney Stastny is a financial advisor at Signature Equity Partners, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. He also conducts sales and marketing of fixed annuities and non-variable insurance through Signature Financial Group, LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and the Vision2020 Wealth Management Platform to offer tailored portfolio management and financial planning solutions.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Mark W

Series 63, Series 65

Broadview Heights, OH

Signature Equity Partners, LLC

Mark Weaver is an investment advisor with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at OSAIC, Sii, B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of his advisory work, he serves as a board member for the CIC Condominium #8 Board of Directors and acts as trustee and power of attorney for family trusts and individuals. Signature Equity Partners provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a multi-team structure and utilizes platforms such as Vision2020 Wealth Management to offer tailored portfolio management, financial planning, and third-party money manager selection.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Markus W

Series 66

Broadview Heights, OH

Signature Equity Partners, LLC

Markus Weaver is a financial advisor at Signature Equity Partners, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC, Royal Alliance Associates, Inc., and Jeannette M. Weaver and Associates, LLC. Weaver also serves as a notary public and conducts investment and insurance business through his own wealth advisory firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm uses a multi-team structure and employs the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
user avatar

Manuel G

Series 63

Broadview Heights, OH

Signature Equity Partners, LLC

Manuel Gonzalez II is a financial advisor with Signature Equity Partners, LLC, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Osaic Wealth, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. He is involved in investment and insurance business through his ownership of MM Financial Group, which provides home and auto insurance. Signature Equity Partners serves individuals, retirement plans, corporations, and other entities with portfolio management, financial planning, and retirement-plan consulting. The firm operates a multi-team structure and utilizes the Vision2020 Wealth Management Platform to deliver tailored investment solutions, including model portfolios and socially responsible investing options.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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