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Tyler Cammalleri

11 Years of Experience
Sandusky, OH
1 DisclosureBrokerSells Insurance

Tyler Cammalleri is a registered investment advisor at Signature Equity Partners, LLC, based in Sandusky, OH, with 11 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,056 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,056 clients
Average Client Portfolio
$313K average
Assets Under Management
$330.6M

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees typically range between 0.25% and 1.75% of assets per year, and are negotiable based on the nature and complexity of services, account size, and asset allocation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3006 Campbell Street, Suite 2, Sandusky, OH, 44870

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History

Regulatory History (1)
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Customer Dispute
January 2026
Denied
Other Business ActivitiesSells Insurance

Tyler is a notary public, conducts investment and insurance business under Phoenix Financial Group, and is an investment advisor representative with Signature Equity Partners, LLC. He also owns rental properties and convenience stores, dedicating about half of his time to Signature Equity Partners and a full-time commitment to Phoenix Financial Group.

Employment History
Current Registrations
Signature Equity Partners, LLC
August 2023 - Present · 3 yrs 2 mos
Osaic Wealth, INC.
November 2018 - Present · 7 yrs 11 mos
Osaic Wealth, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Signator Investors, INC.
January 2017 - November 2018 · 1 yr 10 mos
Signator Investors, INC.Broker
June 2015 - November 2018 · 3 yrs 5 mos
State Registrations8 states
AKCAINMIOHSCTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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