Stephen Edwin Tuttle
Financial advisor at Signet Financial Management, LLC
Last updated 2026-10-10
Claim your profileStephen Edwin Tuttle is a financial advisor at Signet Financial Management, LLC, CRD 2191394. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-04-02.
Registration
- CRD number
- 2191394
- Registration status
- Active
- IAPD registration
- 2004-04-02
- Industry Experience
- 22 years
- Work Experience
- 24 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 65
Work history
- 2001-11 to Present · Signet Financial Management, LLC · Mendham, NJ
- 2026-01 to Present · Summit Financial, LLC · Parsippany, NJ
Current employment
- Signet Financial Management, LLC · Parsippany, NJ
- Summit Financial, LLC · Parsippany, NJ
Signet Financial Management, LLC
- Regulatory AUM
- $1,176,047,539
- Registered advisors
- 12
- Offices
- 5
- Clients per advisor
- 58.9 (Moderate)
- Average AUM per client
- $1.7M (Low)
- High-net-worth client ratio
- 45.3% (Moderate)
Signet Financial Management, LLC: advisors, services and reported ETF investments
About
Stephen Edwin Tuttle is a financial advisor at Signet Financial Management, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 24 years of reported work history.
Signet Financial Management, LLC's firm-level Form ADV reports 12 advisors across 5 offices; approximately 58.9 clients per advisor, average assets per client of $1,663,434, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $483.6M across 156 reported ETF positions for the 2026-03-31 reporting period. These are firm-level disclosures, not investments attributed to Stephen Edwin Tuttle personally.
Reported ETF positions
Signet Financial Management reports 156 ETF positions worth $483.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $32.3M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $28.8M |
| VUG — Vanguard Morningstar Growth ETF | $17.9M |
| BINC — iShares Flexible Income Active ETF | $16.5M |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $15.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Signet Financial Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $4.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $1.8M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Signet Financial Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Contact
The firm's filed contact details.
- Phone: (973) 543-6660
- Website: signetswfl.com
- Youtube
Official record
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