Amanda A. Spencer
Professional summary
Amanda Aldrich Spencer, who also goes by Amanda Spencer, Mandy Spencer, is a registered financial advisor currently at MASCOMA WEALTH MANAGEMENT located in Hanover, New Hampshire.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amanda has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Aldrich Spencer's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2022 - Present
MASCOMA WEALTH MANAGEMENT
Office #1: 80 South Main Street, Hanover, NH 03755Primary 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
(9/27/2022)
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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