Susan Winchester 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.
Susan Winchester’s longest registration was 10 years at Wea Financial Advisors, Inc. (2009–2020). Before joining Mascoma Wealth Management in 2023, Susan Winchester was registered through Wea Financial Advisors, Inc.
- Mascoma Wealth ManagementCurrent– present · 3 yearsHanover, NH · Adviser representative · Firm CRD 174907
- Wea Financial Advisors, Inc.– · 10 yearsMadison, WI · Adviser representative · Firm CRD 144919
Investment adviser representative registrations
Susan Winchester is registered as an investment adviser representative in New Hampshire, since April 2023.
- New HampshireSince 20 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 October 2007 |
| Series 7 | General Securities Representative Examination | 5 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 November 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 October 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Susan Alice Winchester
- CRD
- 4029224
- Firm
- Mascoma Wealth Management · CRD 174907
- Office
- 80 SOUTH MAIN STREET, SUITE 103, Hanover, NH 03755
- Registration
- Investment adviser registration
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Winchester work?
Susan Winchester 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 Susan Winchester a financial advisor?
Yes. Susan Winchester has a current investment-adviser registration in New Hampshire, through Mascoma Wealth Management since April 2023.
How many years of experience does Susan Winchester have?
Susan Winchester has 24 years in the financial industry, since August 2002, across 2 adviser firms.
What exams has Susan Winchester passed?
Susan Winchester has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in October 1999. FINRA credited Susan Winchester with the SIE, which began in October 2018.
Where did Susan Winchester work before Mascoma Wealth Management?
Before Mascoma Wealth Management, Susan Winchester was registered through Wea Financial Advisors, Inc., December 2009 to July 2020.
Where is Susan Winchester based?
Susan Winchester’s registered office is in Hanover, NH.
Is Susan Winchester registered with FINRA?
No. Susan Winchester has no current broker registration.
How can I verify Susan Winchester’s record?
Search CRD 4029224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Winchester’s full registration record.