Bethany
Dubuque

Mascoma Wealth Management

CRD#6956354
Investment Advisor
in Burlington, VT

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About this Advisor

Bethany Dubuque is a financial advisor operating out of Burlington, Vermont. Dubuque is an employee of Mascoma Wealth Management. Over the course of their career, Dubuque has held roles at People'S United Bank and Mascoma Bank. Dubuque has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Vermont. Mascoma Wealth Management is an advisory firm based in Hanover, NH. It has a total of eight financial advisors. It handles $422 million in assets among its 1,547 client accounts, placing it among the bigger firms in the nation by assets under management. The firm serves 25 charities and foundations. Of its 1,547 customer accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. Mascoma Wealth Management performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which service is provided. Fee types charged by Mascoma Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

180 Battery Street Suite 205
Burlington, VT 05401

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Mascoma Wealth Management Brokerage Details

Total Assets Under Management

$421,754,341

VT Average: $509,638,208
Total Number of Employees

8

VT Average: 12
Total Number of Accounts

1,547

VT Average: 581
Average Account Size

$272,627

VT Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Bethany Dubuque Work History

Bethany has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Mascoma Bank

2012 - 2021 (9 years)

People'S United Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bethany Dubuque to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mascoma Wealth Management

Kathrin Kaiser
Hanover, NH
Bethany Dubuque
Burlington, VT
Matthew Dattilio
Hanover, NH
Amanda Spencer
Hanover, NH
Michael Hemingway
Hanover, NH
Jeffrey Nowell
Hanover, NH
Kimberley Robinson
Hanover, NH
Zuzana Brochu
Hanover, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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