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William George Wise

Fenimore Asset Management, Inc.

Cobleskill, NY

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Current Employers
Fenimore Asset Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-27
  • NY RA
    APPROVED
    Since 2022-09-27

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
Beaumont Financial Partners Llc Needham MA 02/2012 12/2019
Beaumont Capital Management Llc Needham MA 01/2020 08/2020
Tandem Wealth Advisors Llc Ridgefield CT 09/2020 09/2022
Fenimore Asset Management, Inc Cobleskill NY 09/2022 Present
  • 02/2012 → 12/2019
    Beaumont Financial Partners Llc
    Needham, MA
  • 01/2020 → 08/2020
    Beaumont Capital Management Llc
    Needham, MA
  • 09/2020 → 09/2022
    Tandem Wealth Advisors Llc
    Ridgefield, CT
  • 09/2022 → Present
    Fenimore Asset Management, Inc
    Cobleskill, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
S65 Uniform Investment Adviser Law Examination 2015-06-05
S63 Uniform Securities Agent State Law Examination 2011-01-11
  • S66 Uniform Combined State Law Examination
    2023-01-23
  • S65 Uniform Investment Adviser Law Examination
    2015-06-05
  • S63 Uniform Securities Agent State Law Examination
    2011-01-11
Other Names
  • William George Wise
  • Billy Wise

View on SEC IAPD

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PRINCIPAL SECURITIES, INC. · COOPERSTOWN, NY
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