Bethany Dubuque has been an investment adviser representative at Mascoma Wealth Management since April 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Bethany Dubuque’s longest registration is the current one, 3 years at Mascoma Wealth Management since 2023. Before joining Mascoma Wealth Management in 2023, Bethany Dubuque was registered through People'S United Advisors, Inc.
- Mascoma Wealth ManagementCurrent– present · 3 yearsBurlington, VT · Adviser representative · Firm CRD 174907
- People'S United Advisors, Inc.– · 3 yearsBurlington, VT · Adviser representative · Firm CRD 292454
Investment adviser representative registrations
Bethany Dubuque is registered as an investment adviser representative in Vermont, since April 2023.
- VermontSince 12 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bethany J Dubuque
- CRD
- 6956354
- Firm
- Mascoma Wealth Management · CRD 174907
- Office
- 180 BATTERY STREET, Suite 205, Burlington, VT 05401
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Bethany Dubuque work?
Bethany Dubuque is an investment adviser representative registered through Mascoma Wealth Management LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Bethany Dubuque a financial advisor?
Yes. Bethany Dubuque has a current investment-adviser registration in Vermont, through Mascoma Wealth Management since April 2023.
How many years of experience does Bethany Dubuque have?
Bethany Dubuque has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Bethany Dubuque passed?
Bethany Dubuque passed the Series 65 in April 2018.
Where did Bethany Dubuque work before Mascoma Wealth Management?
Before Mascoma Wealth Management, Bethany Dubuque was registered through People'S United Advisors, Inc., May 2018 to September 2021.
Where is Bethany Dubuque based?
Bethany Dubuque’s registered office is in Burlington, VT.
Is Bethany Dubuque registered with FINRA?
No. Bethany Dubuque has no current broker registration.
How can I verify Bethany Dubuque’s record?
Search CRD 6956354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bethany Dubuque’s full registration record.