Best Investors
Account
Sign in
Best Investors
Account
Sign in
384 North Grand Street, Cobleskill, NY 12043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-08 |
Branch Locations
384 North Grand Street, Cobleskill, NY 12043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 05/2015 | 07/2018 |
| Lazard Asset Management Llc | New York | NY | 08/2018 | 01/2024 |
| Lazard Asset Management Securities Llc | New York | NY | 08/2018 | 01/2024 |
| Fenimore Securities, Inc. | Cobleskill | NY | 04/2024 | Present |
| Fenimore Asset Management | Cobleskill | NY | 10/2024 | Present |
City Slicker Sailing Club 2342 Knollsview Drive Niskayuna NY 12309 - owner of a local retail business. The business is primarily t-shirt sales. This is a for profit outside business activity, however, it is not investment related. The start date is 8/20/20. Less than an hour during weekdays, activity is primarily confined to weekends. Duties include owning the company and selling and marketing t-shirts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-08 |
| S66 | Uniform Combined State Law Examination | 2018-05-23 |
Reach out to this advisor