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Susan Alice Winchester

Mascoma Wealth Management

Hanover, NH

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Current Employers
Mascoma Wealth Management

80 South Main Street Suite 103, Hanover, NH 03755 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-04-20
  • NH RA
    APPROVED
    Since 2023-04-20

Branch Locations

80 South Main Street Suite 103, Hanover, NH 03755 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wea Property & Casualty Insurance Company Madison WI 02/2007 10/2019
Wea Investment Services, Inc Madison WI 02/2007 10/2019
Wea Investment Services, Inc Madison WI 12/2009 10/2019
Wea Investment Services, Inc Madison WI 12/2009 10/2019
Wea Financial Advisory, Inc Madison WI 12/2009 10/2019
Ledyard Financial Advisors Hanover NH 06/2020 04/2023
Mascoma Wealth Management Hanover NH 04/2023 Present
Unemployed Oregon WI 10/2019 06/2020
  • 02/2007 → 10/2019
    Wea Property & Casualty Insurance Company
    Madison, WI
  • 02/2007 → 10/2019
    Wea Investment Services, Inc
    Madison, WI
  • 12/2009 → 10/2019
    Wea Investment Services, Inc
    Madison, WI
  • 12/2009 → 10/2019
    Wea Investment Services, Inc
    Madison, WI
  • 12/2009 → 10/2019
    Wea Financial Advisory, Inc
    Madison, WI
  • 06/2020 → 04/2023
    Ledyard Financial Advisors
    Hanover, NH
  • 04/2023 → Present
    Mascoma Wealth Management
    Hanover, NH
  • 10/2019 → 06/2020
    Unemployed
    Oregon, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-11-02
  • S63 Uniform Securities Agent State Law Examination
    1999-11-02
Designations
Other Names
  • Susan Alice Rand

View on SEC IAPD

Other Firms

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
THE LYME TIMBER COMPANY LLC
CWM, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRANITE VALUE CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

MICHAEL DAVID TAXMAN
Nathaniel Monroe Fisher
Connor David Regan
BERNADETTE MARIE LONGFIELD
MARIA A GILDERDALE
Ryan ROBERT Longfield
JOSEPH JOHN PALATUCCI
KIMBERLY A HOUSE

Other Offices

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT · HANOVER, NH
THE LYME TIMBER COMPANY LLC · HANOVER, NH
CWM, LLC · Hanover, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HANOVER, NH
GRANITE VALUE CAPITAL, LLC · HANOVER, NH
J.P. MORGAN SECURITIES LLC · Hanover, NH
KESTRA ADVISORY SERVICES, LLC · Hanover, NH
RAYMOND JAMES & ASSOCIATES, INC. · Hanover, NH

More in Hanover, NH

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