Matthew Dattilio has been an investment adviser representative at Mascoma Wealth Management since February 2017, and is not listed among the firm’s executive officers or direct owners. Matthew Dattilio holds a Bachelor of Science from the University of Vermont Grossman School of Business and a Certificate in Financial Planning from Bryant University.
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.
Matthew Dattilio is Chief Investment Officer, SVP of Mascoma Wealth Management. He leads the Investment Committee and oversees the firm's investment philosophy, approach and process, including portfolio construction, strategy and implementation, as well as the firm's research and partnership initiatives. He also maintains a book of business with high-net-worth clients. Before joining the firm, he began his career in the insurance sector.
Matthew Dattilio’s longest registration is the current one, 9 years at Mascoma Wealth Management since 2017. Before joining Mascoma Wealth Management in 2017, Matthew Dattilio was registered through LPL Financial LLC.
- Mascoma Wealth ManagementCurrent– present · 9 yearsHanover, NH · Adviser representative · Firm CRD 174907
- LPL Financial LLC– · 2 yearsLebanon, NH · Adviser representative · Firm CRD 6413
Professional designations
Listed by Mascoma Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Dattilio is registered as an investment adviser representative in New Hampshire, since February 2017.
- New HampshireSince 1 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 February 2014 |
| Series 7 | General Securities Representative Examination | 17 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew David Dattilio
- CRD
- 6143479
- Firm
- Mascoma Wealth Management · CRD 174907
- Office
- 80 SOUTH MAIN STREET, SUITE 103, Hanover, NH 03755
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mascoma.bank
Where does Matthew Dattilio work?
Matthew Dattilio is an investment adviser representative registered through Mascoma Wealth Management LLC since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Dattilio a financial advisor?
Yes. Matthew Dattilio has a current investment-adviser registration in New Hampshire, through Mascoma Wealth Management since February 2017.
How many years of experience does Matthew Dattilio have?
Matthew Dattilio has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Matthew Dattilio passed?
Matthew Dattilio has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Matthew Dattilio with the SIE, which began in October 2018.
Where is Matthew Dattilio based?
Matthew Dattilio’s registered office is in Hanover, NH.
Is Matthew Dattilio registered with FINRA?
No. Matthew Dattilio has no current broker registration.
Is Matthew Dattilio a CFP?
Mascoma Wealth Management lists Matthew Dattilio with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Dattilio’s record?
Search CRD 6143479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Dattilio’s full registration record.