Matthew Dattilio, financial advisor Hanover NH
93 score

Matthew Dattilio

CRD Number: 6143479
Current Firm: Mascoma Wealth Management

Matthew Dattilio (CRD# 6143479) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 4 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.

Similar Advisors
Steven Bell, financial advisor Hanover NH
Steven R. Bell
CRD# 4860725
The Wealth Conservatory
Score
96
Similar Advisors
Sally Boyle, financial advisor Hanover NH
Sally J. Boyle
CRD# 1026790
Sj Boyle Wealth Planning, LLC
Score
96
Similar Advisors
Thomas Chadwick, financial advisor Hanover NH
Thomas M. Chadwick
CRD# 2870028
Chadwick & D'amato, LLC
Score
96
Professional Designations
Company Name Location Dates Years
Mascoma Wealth Management Lebanon, NH Feb 2017 - Current 1
Mascoma Savings Bank Lebanon, NH Nov 2012 - Current 5
Lpl Financial LLC Charlotte, NC Sep 2013 - Feb 2017 3
Frazer Agency Windsor, VT May 2012 - Oct 2012 < 1
Gateway Motors White River Junction, VT Oct 2011 - May 2012 < 1
Pete's Rv Burlington, VT May 2011 - Sep 2011 < 1
University Of Vermont Burlington, VT Aug 2008 - May 2011 2
Saint Michael's College Colchester, VT Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Matthew D. Dattilio
Phone Number: 603-676-8813
Firm Website: http://mascomabank.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    629
    ACCOUNTS
  • Average Account Value
    $345,584
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

FL, NH, VT

Ready to hire a financial advisor? Get competitive proposals from Matthew Dattilio and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.