This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MASCOMA WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Nov 15, 2017

Dual registered

no

Other names

Zuzana Kuzelova

IAPD individual key

6882017

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Zuzana Kuzelova Brochu left People'S United Advisors, Inc. for Mascoma Wealth Management (registered 2023-01-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:63fd54fc-6ace-88f4-9fd6-eaea991fc681

First observed

Nov 15, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.