Shaun R Fagant

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 02/2019
  Ayco
  Albany, NY
• 02/2019 → 12/2020
  Scott Mc Cauley
  Latham, NY
• 02/2019 → 12/2020
  Northwestern Mutual Investment Services Llc
  Latham, NY
• 04/2019 → 12/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2021 → Present
  Fenimore Asset Management
  Cobleskill, NY

Other Businesses

50% OWNER, 41 SUMMIT AVE, 41 SUMMIT AVE, AMSTERDAM, , NEW YORK, 12010, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 3/1/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECT RENT

Exams

• S66 Uniform Combined State Law Examination
  2022-06-07
• S63 Uniform Securities Agent State Law Examination
  2010-12-18

Other Names

• Shaun Robert Fagant
• Shaun R Fagant