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 shows SEC registration dating back to 2001. FINTRX lists the firm as individually owned and classifies it as "unclassified" in its dataset. Several firm attributes are explicitly negative in the record: it is not marked as a capital allocator, not identified as an active ESG investor, not a multi-state adviser, not newly formed, and is not recorded as a pension consultant or related adviser. The dataset supplies very limited detail about the firm's advisory or business activities; fields that would normally describe client focus, fee structure, or advisory services are blank. That absence prevents a clear read on the firm's client segments, service model, or investment positioning from this source alone.
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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