RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• E•••• D••
- Title
- VP Senior Wealth Advisorreportedmascoma.bankfirm site, Sep 15, 2026
- Designations
- CFPreportedmascoma.bankas printed on the bio page, Sep 16, 2026
- Professional profile
- mascoma.bank/people/madalyn-dowreportedmascoma.bankfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••• W••••• M••••••••• independent RIA currentsince Feb 8, 2024 · Hanover, Nh
- L•• F•••••••• L•• BD affiliatedFeb 6, 2023 to Feb 9, 2024 · Orchard Park, Ny
- O•••• I••••••••• I••• BD affiliatedNov 27, 2018 to Jan 23, 2023 · Concord, Nh
- L•• F•••••••• L•• to M•••••• W••••• M•••••••••left Feb 9, 2024, registered Feb 8, 2024 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- O•••• I••••••••• I••• to L•• F•••••••• L••left Jan 23, 2023, registered Feb 6, 2023 (14 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• E•••• D•• left L•• F•••••••• L•• for M•••••• W••••• M••••••••• (registered 2024-02-08)Feb 9, 2024 · Advisor changed firm · fact
- M•••••• E•••• D•• left O•••• I••••••••• I••• for L•• F•••••••• L•• (registered 2023-02-06)Jan 23, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address