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Mascoma Wealth Management CRD 174907
$568M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
80 South Main Street Suite 103, Hanover, NH 03755 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-04-12 |
Branch Locations
180 Battery Street Suite 205, Burlington, VT 05401 • United States
80 South Main Street Suite 103, Hanover, NH 03755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's United Bank | Burlington | VT | 09/2012 | 09/2021 |
| Mascoma Bank | Burlington | VT | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-23 |
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