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Madalyn Elise Dow

Mascoma Wealth Management

Hanover, NH

CRD 6696774

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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 2024-02-08
  • NH RA
    APPROVED
    Since 2024-02-08

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
Nhtrust Concord NH 08/2016 01/2023
Community Financial Services Group Plymouth NH 02/2023 01/2024
Lpl Financial Llc Plymouth NH 02/2023 02/2024
Infinex Investments, Inc. Concord NH 11/2017 01/2023
Mascoma Wealth Management Hanover NH 01/2024 Present
  • 08/2016 → 01/2023
    Nhtrust
    Concord, NH
  • 02/2023 → 01/2024
    Community Financial Services Group
    Plymouth, NH
  • 02/2023 → 02/2024
    Plymouth, NH
  • 11/2017 → 01/2023
    Infinex Investments, Inc.
    Concord, NH
  • 01/2024 → Present
    Hanover, NH
Previous Registrations
  • 2023-02-06 → 2024-02-09
    Plymouth, NH
    Littleton, NH
    Orchard Park, NY
    Littleton, NH
    Littleton, NH
    Woodsville, NH
    Piermont, NH
    Lisbon, NH
    Franconia, NH
  • 2018-11-27 → 2023-01-23
    Concord, NH
    Meriden, CT
    Concord, NH
Other Businesses

(1) 6/2023 Independent Licensed insurance Agent; Investment Related; New Hampshire; Life, Accident, Health, Variable.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-26
S63 Uniform Securities Agent State Law Examination 2018-01-29
  • S65 Uniform Investment Adviser Law Examination
    2018-11-26
  • S63 Uniform Securities Agent State Law Examination
    2018-01-29
Designations
  • Certified Financial Planner
Other Names
  • Madalyn Northcutt
  • Madalyn Elise Northcutt

View on SEC IAPD

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