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 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

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
  • Shaun Fagant

    Shaun Fagant

    Regional DirectorCRD 5777468

  • Wahid Nabi

    Wahid Nabi

    AssociateCRD 7801550

  • Erin Luciano

    Erin Luciano

    Relationship ManagerCRD 4262902

Unlock 21 more contacts

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