Thomas Zuttermeister, financial advisor Hanover NH
83 score

Thomas Zuttermeister

CRD Number: 1966985
Current Firm: Mascoma Wealth Management

Thomas Zuttermeister (CRD# 1966985) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mascoma Wealth Management Hanover, NH May 2017 - Current < 1
Mascoma Savings Bank Lebanon, NH May 2014 - Current 3
Lpl Financial Llc Dba Mascoma Financial Advisors Lebanon, NH May 2014 - May 2017 3
Raymond James Financial Services Advisors Inc. Claremont, NH Apr 2013 - May 2014 1
Raymond James Financial Services, Inc. Claremont, NH Jan 1999 - May 2014 15
Claremont Savings Bank' Claremont, NH May 1993 - May 2014 21
Dartmouth Hitchcock Hospital Lebanon, NH Sep 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Mar 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas R. Zuttermeister
Phone Number: 603-676-8813
Firm Website:
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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