AdvisorOS Directory
Claim Profile
Unclaimed Profile
ZB

Zuzana Kuzelova Brochu

MASCOMA WEALTH MANAGEMENT LLC·HANOVER, New Hampshire
Clean record8 years registeredMASCOMA WEALTH MANAGEMENT LLC
80 SOUTH MAIN STREET, HANOVER, NH 03755CRD# 6882017Firm CRD# 174907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zuzana Kuzelova Brochu · HANOVER, NH
Registration
CRD #6882017 · MASCOMA WEALTH MANAGEMENT LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

MASCOMA WEALTH MANAGEMENT
Jan 2023 – present
PEOPLE'S UNITED ADVISORS, INC.
Apr 2018 – Dec 2022
Burlington, VT
PEOPLE'S SECURITIES, INC.
Nov 2017 – Mar 2020
BURLINGTON, VT
02

Registrations & Exams

Registration record
First registered · November 15, 2017
Years registered · 8
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

Speak with Zuzana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zuzana is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HANOVER?

Browse all registered financial advisors in HANOVER, New Hampshire or claim this profile if it's yours.

Browse HANOVER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Zuzana Kuzelova Brochu offer?
Zuzana Kuzelova Brochu specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HANOVER, New Hampshire for a consultation.
What are Zuzana Kuzelova Brochu's credentials?
Zuzana Kuzelova Brochu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zuzana Kuzelova Brochu located?
Zuzana Kuzelova Brochu 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 Zuzana Kuzelova Brochu charge for services?
Zuzana Kuzelova Brochu'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MASCOMA WEALTH MANAGEMENT LLC

Robert Thomas Boon
HANOVER, NH
Amanda Aldrich Spencer
HANOVER, NH
Fletcher Scott Cole
HANOVER, NH

More Advisors in HANOVER, New Hampshire

Jeffrey Marc Harris
JMH WEALTH MANAGEMENT, LLC·HANOVER, NH
John Joseph Brendel
BRENDEL FINANCIAL ADVISORS LLC·HANOVER, NH
Anthony John Abbate
GRANITE VALUE CAPITAL, LLC·HANOVER, NH
Michael David Taxman
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC·HANOVER, NH
Timothy Frederick Fisher
FISHER FINANCIAL ADVISORS LLC·HANOVER, NH
CFP
Nathaniel Monroe Fisher
FISHER FINANCIAL ADVISORS LLC·HANOVER, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)WOLFEBORO (7)EXETER (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideWOLFEBORO Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile