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Madalyn Elise Dow

Mascoma Wealth Management

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About Madalyn Elise Dow

Madalyn Elise Dow is a financial advisor with Mascoma Wealth Management. Madalyn holds the Series 6, 7TO, and 63 securities licenses, as well as the Series 65 investment advisor license. Madalyn is also a Certified Financial Planner. Madalyn has experience working with clients from a variety of backgrounds, including individuals, high net worth individuals, trusts and estates, charitable organizations, pension and profit sharing plans, and corporations. Madalyn specializes in portfolio management, financial planning, and portfolio management for businesses.

Firm Information

Madalyn Dow is currently registered with Mascoma Wealth Management. Mascoma Wealth Management is a wealth management firm headquartered in Hanover, NH. They provide financial planning, portfolio management for individuals and businesses, and other advisory services. The firm manages approximately $435.3 million in assets for over 1,400 clients, including individuals, high-net-worth individuals, trusts/estates, charitable organizations, corporations, and pension/profit sharing plans.
Mascoma Wealth Management

80 SOUTH MAIN STREET

HANOVER, NH 03755

$435.32M

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Madalyn Dow’s Registration & Firm History

NH

02/08/2024 - Present

Mascoma Wealth Management (HANOVER NH)

NH

02/06/2023 - 02/09/2024

LPL FINANCIAL LLC (PLYMOUTH NH)

NH

11/27/2017 - 01/23/2023

INFINEX INVESTMENTS, INC. (CONCORD NH)

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Licenses & Designations

IA

Issued 11/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Madalyn Elise Dow.
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