Fenimore Securities, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Cobleskill, New York
CRD number
104391
Registered since
June 20, 2001

Firm profile

FINTRX

Overview

Fenimore Securities, Inc. is a corporate advisory entity that has been SEC-registered since 2001 and is owned by an individual proprietor. The firm is labeled as “unclassified” in the available dataset and does not appear to function as a capital allocator. Available attributes indicate the firm is not an active ESG investor, is not registered as a multistate adviser, and does not identify itself as a pension consultant or related adviser in the source material. Public-facing details about the firm’s client segments, fee schedules, specific advisory activities, investment process, or affiliations were not supplied in the dataset, so there is limited visibility into how the firm sources mandates or structures client relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Anne Putnam

    Anne Putnam

    Chief Executive OfficerCRD 4486527

  • Michael Balboa

    Michael Balboa

    Chief Financial OfficerCRD 6635684

Contacts

3 of 24
  • William Wise

    William Wise

    Vice PresidentCRD 5815173

  • Shannon Almy

    Shannon Almy

    Senior Relationship ManagerCRD 5163406

  • Kevin Smith

    Kevin Smith

    Senior Client Relationship ManagerCRD 5203521

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cobleskill, NY

Schoharie

Location

Cobleskill, NY

Headquartered in Cobleskill, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Schoharie
Address
384 N Grand St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth