Unclaimed Profile

Robert Thomas Boon

MASCOMA WEALTH MANAGEMENT LLC·HANOVER, New Hampshire

Series 24, Series 28, Series 52, Series 53, Series 63, Series 65Clean record11 years registeredMASCOMA WEALTH MANAGEMENT LLC

80 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 2204796Firm CRD# 174907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Thomas Boon · HANOVER, NH

Registration

CRD #2204796 · MASCOMA WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

CHARLESBRIDGE ADVISORS

May 2026 – present

OSAIC INSTITUTIONS, INC.

Aug 2024 – May 2025

Braintree, MA

MASCOMA WEALTH MANAGEMENT

Mar 2015 – Jan 2023

HANOVER, NH

Registrations & Exams

FINRA examinations passed

Series 24

Series 28

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · March 26, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASCOMA WEALTH MANAGEMENT LLC

CRD 174907 · SEC 801-80982

AUM

$435M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Robert Thomas Boon offer?

Robert Thomas Boon specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.

What are Robert Thomas Boon's credentials?

Robert Thomas Boon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Boon located?

Robert Thomas Boon 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 Robert Thomas Boon charge for services?

Robert Thomas Boon'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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