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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 2021-07-07
FL RA APPROVED 2018-10-24
  • NY RA
    APPROVED
    Since 2021-07-07
  • FL RA
    APPROVED
    Since 2018-10-24

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
Berkshire Bank Albany NY 03/2005 01/2017
Fenimore Asset Management, Inc Cobleskill NY 01/2017 09/2019
Fenimore Asset Management, Inc Cobleskill NY 09/2019 Present
Other Businesses

Schenectady Community Foundation 251 State St. Schenectady, NY 12305, business is not investment related. Nature of business is non-profit community philanthropy. Position: Treasurer and member of Distribution Committee. Start Date: 4/17/2025, Devote <1 hour per week during trading hours. Duties include presentation of financial reports to Board of Trustees and assistance in decision making of grant requests. Schenectady Community Home Inc., 22 Glenview Drive, PO Box 2122, Scotia, NY 12302, business is not investment related. Nature of the business is Non-Profit Hospice Care Home. Position: Board Member. Start Date: September 2013. Devote approximately 2 hours per month, 0 hours per month during securities trading hours. Duties: Board Member; collaboratively working with other board members to execute the Schenectady Community Home's mission in the community. Estate Planning Council of Eastern New York, Inc., PO Box 11136, Loudonville, NY 12211-0136, business is not investment related, though the Council hosts guest speakers that speak on a variety of financial related topics to its members on a quarterly basis. Nature of the business is Non-Profit, professional membership board that provides educational programs to members. Position: President. Start date: 2012. Devote approximately 3 hours per month, 0 hours per month during securities trading hours. Duties: Collaborate with other board members to plan programs to members of the Council, maintain budget of the Council and execute the Council's mission in the community.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-17
S65 Uniform Investment Adviser Law Examination 2006-11-02
  • S63 Uniform Securities Agent State Law Examination
    2017-03-17
  • S65 Uniform Investment Adviser Law Examination
    2006-11-02
Designations

View on SEC IAPD

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