Madalyn Elise Dow
Investment adviser representative at Mascoma Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$567.8MFirm assets
Are you Madalyn Elise Dow? Claim your profile
Contact this firm
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
10 years in the industry.
- Mascoma Wealth ManagementJan 2024 to now
- LPL Financial LLCFeb 2023 to Feb 2024
- Community Financial Services GroupFeb 2023 to Jan 2024
- Infinex Investments, Inc.Nov 2017 to Jan 2023
- NhtrustAug 2016 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
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
- 6696774
- Firm CRD
- 174907