Zuzana K. Brochu
Professional summary
Zuzana Kuzelova Brochu, CFP®, who also goes by Zuzana Kuzelova, is a registered financial advisor currently at MASCOMA WEALTH MANAGEMENT located in Hanover, New Hampshire.
Zuzana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zuzana has worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zuzana Kuzelova Brochu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
January 12, 2023 - Present
MASCOMA WEALTH MANAGEMENT
Office #1: 80 South Main Street, Hanover, NH 03755Office #2: 180 Battery Street Suite 205, Burlington, VT 05401April 5, 2018 - December 31, 2022
PEOPLE'S UNITED ADVISORS, INC.
November 15, 2017 - March 31, 2020
PEOPLE'S SECURITIES, INC.
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
(1/12/2023)
(1/13/2023)
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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