Sandusky, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Signature Equity Partners, LLC
Multi-team
Firm-wide stats for Signature Equity Partners, LLC
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
Based on Signature Equity Partners, LLC
Location
3006 Campbell Street, Suite 2
Sandusky OH 44870
Advisors at this office
2
Advisors at this office
Tyler C
Series 66
Sandusky, OH
Signature Equity Partners, LLC
Tyler Cammalleri is a Series 66 licensed advisor at Signature Equity Partners, LLC with 11 years of industry experience. His prior experience includes roles at OSAIC and SII / Signature Financial Group. Outside of advisory work, he owns and manages several convenience store businesses and serves as a notary public in Ohio. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform, offering tailored portfolios that include discretionary and non-discretionary services, tax management, and socially responsible investing options.
Gary Y
Series 63
Sandusky, OH
Signature Equity Partners, LLC
Gary Yontz Sr. is a financial advisor at Signature Equity Partners, LLC with over 51 years of industry experience. He holds a Series 63 designation and previously worked at Royal Alliance Associates, Inc., Signature Financial Group LLC, John Hancock Mutual Life Insurance Company, and Signator Investors, Inc. Outside of his advisory role, he operates under the trade name Phoenix Financial Group, conducting investment and insurance business, and is a notary public in Ohio. 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 delivers advice through independent advisory affiliates, offering portfolio management, financial planning, and retirement-plan consulting with tailored portfolios monitored on an ongoing basis.
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