Amanda Spencer has been Chief Compliance Officer/Chief Operations Officer of Mascoma Wealth Management since January 2023, is not listed as a control person, but directly owns under 5% of the firm.
Mascoma Wealth Management LLC is a Hanover, NH firm with $568M under management, 477 clients and 9 advisers across 3 offices, as of its February 2026 filing.
- Mascoma Wealth ManagementCurrent– present · 4 yearsHanover, NH · Adviser representative · Firm CRD 174907
Investment adviser representative registrations
Amanda Spencer is registered as an investment adviser representative in New Hampshire, since September 2022.
- New HampshireSince 27 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amanda Aldrich Spencer
- CRD
- 7625406
- Firm
- Mascoma Wealth Management · CRD 174907
- Role
- Chief Compliance Officer/Chief Operations Officer
- Office
- 80 SOUTH MAIN STREET, SUITE 103, Hanover, NH 03755
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Spencer work?
Amanda Spencer has been Chief Compliance Officer/Chief Operations Officer of Mascoma Wealth Management LLC since January 2023.
Is Amanda Spencer a financial advisor?
Yes. Amanda Spencer has a current investment-adviser registration in New Hampshire, through Mascoma Wealth Management since September 2022.
How many years of experience does Amanda Spencer have?
Amanda Spencer has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Amanda Spencer passed?
Amanda Spencer passed the Series 65 in September 2022.
Where is Amanda Spencer based?
Amanda Spencer’s registered office is in Hanover, NH.
Is Amanda Spencer registered with FINRA?
No. Amanda Spencer has no current broker registration.
How can I verify Amanda Spencer’s record?
Search CRD 7625406 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Spencer’s full registration record.