Fenimore Securities, Inc.
Firm details
- Headquarters
- Cobleskill, New York
- CRD number
- 104391
- Registered since
- June 20, 2001
- Website
- fenimoreasset.com
Firm profile
FINTRXOverview
Fenimore Securities, Inc. is organized as a corporation and has been registered with the SEC since 2001. FINTRX records the firm as “Unclassified” and lists its owner type as individual. The dataset flags the firm as not being a capital allocator and not an active ESG investor. Several administrative attributes are recorded: the firm is not identified as a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. FINTRX does not include descriptions of Fenimore Securities’ advisory services, fee model, client segments, or specific business activities, and the firm did not provide details about activities and affiliations in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Anne Putnam
Chief Executive OfficerCRD 4486527

Michael Balboa
Chief Financial OfficerCRD 6635684
Contacts
3 of 24
Shaun Fagant
Regional DirectorCRD 5777468

Wahid Nabi
AssociateCRD 7801550

Erin Luciano
Relationship ManagerCRD 4262902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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