Mascoma Wealth Management

Mascoma Wealth Management (CRD# 174907) is a financial advisory firm headquartered in Hanover, NH. They manage $381,375,682 in 1,348 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
80 South Main Street, Hanover, NH 03755
http://mascomabank.com
By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $282,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NC, NH, NY, RI, SC, TX, VT

Financial Advisors at Mascoma Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Zuzana Brochu, financial advisor Hanover NH
Zuzana K. Brochu
CRD#: 6882017
80 South Main Street, Hanover, NH 03755

Zuzana Brochu (CRD# 6882017) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has 1 year of experience in the finance industry. Zuzana Brochu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew Dattilio, financial advisor Hanover NH
Matthew D. Dattilio
CRD#: 6143479
80 South Main Street, Hanover, NH 03755

Matthew Dattilio (CRD# 6143479) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 9 years of experience in the finance industry. Matthew Dattilio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey Nowell, financial advisor Hanover NH
Jeffrey B. Nowell
CRD#: 4395340
80 South Main Street, Hanover, NH 03755

Jeffrey Nowell (CRD# 4395340) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 21 years of experience in the finance industry.

4
Kimberley Robinson, financial advisor Hanover NH
Kimberley M. Robinson
CRD#: 1967464
80 South Main Street, Hanover, NH 03755

Kimberley Robinson (CRD# 1967464) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 29 years of experience in the finance industry. Kimberley Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Thomas Zuttermeister, financial advisor Hanover NH
Thomas R. Zuttermeister
CRD#: 1966985
80 South Main Street, Hanover, NH 03755

Thomas Zuttermeister (CRD# 1966985) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 33 years of experience in the finance industry.

6
Michael Hemingway, financial advisor Hanover NH
Michael C. Hemingway
CRD#: 7070257
80 South Main Street, Hanover, NH 03755

Michael Hemingway (CRD# 7070257) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 3 years of experience in the finance industry.

7
Kathrin Kaiser, financial advisor Hanover NH
Kathrin Kaiser
CRD#: 7126440
80 South Main Street, Hanover, NH 03755

Kathrin Kaiser (CRD# 7126440) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 3 years of experience in the finance industry.

8
Amanda Spencer, financial advisor Hanover NH
Amanda Spencer
CRD#: 7625406
80 South Main Street, Hanover, NH 03755

Amanda Spencer (CRD# 7625406) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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