Chief Compliance Officer/chief Operations Officer · Mascoma Wealth Management
Amanda A. Spencer
CRD 7625406 · Named on Form ADV at one SEC-registered adviser
At a glance
Mascoma Wealth Management, an SEC-registered wealth manager based in Hanover, NH with $568 million in regulatory assets, lists Amanda A. Spencer on its Form ADV as Chief Compliance Officer/chief Operations Officer.
Firms and roles
- Mascoma Wealth ManagementChief Compliance Officer/chief Operations OfficerWealth manager · Hanover, NH · $568M in regulatory assets
AtlasMembers
Amanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Zuzana K. BrochuPresident, Mascoma Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.