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Amanda Aldrich Spencer

MASCOMA WEALTH MANAGEMENT LLC·HANOVER, New Hampshire
Series 65Clean record3 years registeredMASCOMA WEALTH MANAGEMENT LLC
80 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 7625406Firm CRD# 174907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amanda Aldrich Spencer · HANOVER, NH
Registration
CRD #7625406 · MASCOMA WEALTH MANAGEMENT LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

MASCOMA WEALTH MANAGEMENT
Sep 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 27, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASCOMA WEALTH MANAGEMENT LLC
CRD 174907 · SEC 801-80982
AUM
$435M
Regulatory assets under management
Employees
9
1,432 client accounts
Services offered by MASCOMA WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASCOMA WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Amanda Aldrich Spencer offer?
Amanda Aldrich Spencer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.
What are Amanda Aldrich Spencer's credentials?
Amanda Aldrich Spencer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Aldrich Spencer located?
Amanda Aldrich Spencer is based in HANOVER, New Hampshire, working with MASCOMA WEALTH MANAGEMENT LLC. Their office serves clients in the HANOVER metropolitan area and surrounding communities.
How does Amanda Aldrich Spencer charge for services?
Amanda Aldrich Spencer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASCOMA WEALTH MANAGEMENT LLC?
MASCOMA WEALTH MANAGEMENT LLC has approximately 9 employees and manages $435M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASCOMA WEALTH MANAGEMENT LLC

Robert Thomas Boon
HANOVER, NH
Zuzana Kuzelova Brochu
HANOVER, NH
Fletcher Scott Cole
HANOVER, NH

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