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Matthew David Dattilio

Mascoma Wealth Management

Hanover, NH

CRD 6143479

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Employer firm

Mascoma Wealth Management CRD 174907

$568M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Mascoma Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-02-01
  • NH RA
    APPROVED
    Since 2017-02-01

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
Mascoma Savings Bank Lebanon NH 11/2012 02/2017
Lpl Financial Llc Charlotte NC 09/2013 02/2017
Mascoma Wealth Management Lebanon NH 02/2017 Present
Previous Registrations
  • 2014-02-14 → 2017-02-03
    Lpl Financial Llc
    Lebanon, NH
    Hanover, NH
    White River Junction, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-14
  • S66 Uniform Combined State Law Examination
    2014-02-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

MICHAEL DAVID TAXMAN
Nathaniel Monroe Fisher
Connor David Regan

Nearby Offices

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT · HANOVER, NH
THE LYME TIMBER COMPANY LLC · HANOVER, NH
CWM, LLC · Hanover, NH

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