Brian
Maher

Signature Equity Partners, LLC

CRD#2877392
Investment Advisor
in Westerville, OH

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About this Advisor

Brian Maher is a financial advisor based in Westerville, Ohio, working with Signature Equity Partners, LLC. Brian has previously held positions at Firstmerit Financial Services, Firstmerit Bank, N.A, Lpl Financial LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Signature Equity Partners, LLC, Lpl Financial, LLC, New York Community Bank, and Osaic Wealth, Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Brian is part of Signature Equity Partners, LLC, which operates out of Westerville, Ohio. The firm has 5 offices and 24 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Signature Equity Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

670 Meridian Way, Suite 133
Westerville, OH 43082

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Signature Equity Partners, LLC Brokerage Details

Total Assets Under Management

$100,022,813

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

759

OH Average: 1,972
Average Account Size

$131,782

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brian Maher Work History

2024 - Present (0 year)

Signature Equity Partners, LLC

2024 - Present (0 year)

Osaic Wealth, Inc

2022 - Present (2 years)

Cambridge Investment Research, Inc

2022 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2016 - 2022 (6 years)

New York Commuinity Bank

2015 - 2021 (6 years)

Lpl Financial LLC

2015 - 2021 (6 years)

Lpl Financial, LLC

2013 - 2015 (2 years)

Firstmerit Financial Services

2013 - 2015 (2 years)

Firstmerit Bank, N.A

Disclosures

Please visit the SEC profile of Brian Maher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signature Equity Partners, LLC

Jon Stacy
Sylvania, OH
Joshua Beitel
Traverse City, MI
Brian Maher
Westerville, OH
Joshua Strouse
Mount Vernon, OH
James Tschantz
Massillon, OH
Nickolas Magora
Westerville, OH
Craig Leppien
Traverse City, MI
Charles Powell
Mount Vernon, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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