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Amanda Aldrich Spencer

Mascoma Wealth Management

Hanover, NH

CRD 7625406

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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 2022-09-27
  • NH RA
    APPROVED
    Since 2022-09-27

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 Wealth Management Hanover NH 10/2017 Present
Mascoma Bank Lebanon NH 09/2011 10/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2022-09-26
Other Names
  • Mandy Spencer
  • Amanda Spencer

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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