Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2023-12-04 |
| NH | RA | APPROVED | 2023-01-12 |
Branch Locations
80 South Main Street Suite 103, Hanover, NH 03755 • United States
180 Battery Street Suite 205, Burlington, VT 05401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People's United Bank, N.A. | Burlington | VT | 06/2002 | 01/2018 |
| People's United Advisors, Inc. | Bridgeport | CT | 01/2018 | 10/2022 |
| Mascoma Wealth Management | Burlington | VT | 10/2022 | Present |
Reach out to this advisor