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Joplin Maycomb Weeks Wallace

Mascoma Wealth Management

Burlington, VT

Hanover, NH

CRD 8071671

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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
VT RA APPROVED 2025-04-14
  • VT RA
    APPROVED
    Since 2025-04-14

Branch Locations

180 Battery Street Suite 205, Burlington, VT 05401 • United States

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
Susquehanna University Selinsgrove PA 05/2015 05/2019
Leadersup Los Angeles CA 06/2017 09/2017
Bayson Company Lyme NH 05/2018 08/2019
Bayson Company Lyme NH 12/2018 01/2019
Ledyard National Bank Hanover NH 08/2019 10/2020
Mascoma Bank Lebanon NH 11/2020 05/2021
Mascoma Wealth Management Burlington VT 03/2022 Present
Unemployed Charleston SC 06/2021 02/2022
  • 05/2015 → 05/2019
    Susquehanna University
    Selinsgrove, PA
  • 06/2017 → 09/2017
    Leadersup
    Los Angeles, CA
  • 05/2018 → 08/2019
    Bayson Company
    Lyme, NH
  • 12/2018 → 01/2019
    Bayson Company
    Lyme, NH
  • 08/2019 → 10/2020
    Ledyard National Bank
    Hanover, NH
  • 11/2020 → 05/2021
    Mascoma Bank
    Lebanon, NH
  • 03/2022 → Present
    Mascoma Wealth Management
    Burlington, VT
  • 06/2021 → 02/2022
    Unemployed
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-12
  • S65 Uniform Investment Adviser Law Examination
    2025-04-12

View on SEC IAPD

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Nearby Investors

Joseph George Hameline
Zachary Kirka
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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Burlington, VT
CETERA INVESTMENT ADVISERS LLC · BURLINGTON, VT
BLUE SLATE INVESTMENT MANAGEMENT · BURLINGTON, VT

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