Matthew David Dattilio
Investment adviser representative at Mascoma Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$567.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Mascoma Wealth ManagementFeb 2017 to now
- LPL Financial LLCSep 2013 to Feb 2017
- Mascoma Savings BankNov 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NH).
Mascoma Wealth Management
Legal name: Mascoma Wealth Management LLC
$567.8MAssets managed
477Clients
11Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6143479
- Firm CRD
- 174907