Matthew D. Dattilio
Professional summary
Matthew David Dattilio, CFP® is a registered financial advisor currently at MASCOMA WEALTH MANAGEMENT located in Hanover, New Hampshire.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Dattilio's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
February 1, 2017 - Present
MASCOMA WEALTH MANAGEMENT
Office #1: 80 South Main Street, Hanover, NH 03755February 14, 2014 - February 3, 2017
LPL FINANCIAL LLC
October 18, 2013 - February 3, 2017
LPL FINANCIAL LLC
Primary Firm SEC Registration
MASCOMA WEALTH MANAGEMENT
CRD#: 174907 / SEC#: 801-80982
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2017)
(1/9/2023)
Exams
Current Firm
MASCOMA WEALTH MANAGEMENT
CRD#: 174907 / SEC#: 801-80982
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,127 |
| AUM (Assets Under Management) | $ 504,692,004 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/07/2025 |
Red Flags
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