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Anne B. Putnam

Fenimore Asset Management, Inc.

Cobleskill, NY

CRD 4486527

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Employer firm

Fenimore Asset Management, Inc. CRD 110946

$5.41B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Fenimore Asset Management, Inc.

384 North Grand Street, Cobleskill, NY 12043 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-11
MA RA APPROVED 2007-06-11
  • NY RA
    APPROVED
    Since 2021-07-11
  • MA RA
    APPROVED
    Since 2007-06-11

Branch Locations

384 North Grand Street, Cobleskill, NY 12043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fenimore Asset Management Cobleskill NY 07/2006 Present
  • 07/2006 → Present
    Fenimore Asset Management
    Cobleskill, NY
Previous Registrations
  • 2005-03-15 → 2006-06-13
    The Danforth Associates, Inc
    Wellesley, MA
Other Businesses

REFORMED CHURCH OF AMERICA: NOT INVESTMENT RELATED; GOVERNANCE ASSISTANT FOR CHARITY; 60th ST., GRAND RAPIDS, MI; ATTEND QUARTERLY MEETINGS - VOTE AS NEEDED; APPROXIMATE NUMBER OF HOURS DEVOTED TO REFORMED CHURCH OF AMERICA DURING NON BUSINESS HOURS IS 1; APPROXIMATE NUMBER OF HOURS DEVOTED TO REFORMED CHURCH OF AMERICA DURING BUSINESS HOURS IS 1

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-15
S65 Uniform Investment Adviser Law Examination 2005-02-28
  • S63 Uniform Securities Agent State Law Examination
    2016-08-15
  • S65 Uniform Investment Adviser Law Examination
    2005-02-28

View on SEC IAPD

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