Matthew David Laverty

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

• 09/2017 → 06/2020
  Fenimore Asset Management
  Cobleskill, NY
• 06/2016 → 08/2017
  Nbt Bank
  Norwich, NY
• 06/2020 → 04/2023
  Fenimore Asset Management
  Cobleskill, NY
• 04/2023 → Present
  Fenimore Asset Management
  Cobleskill, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-27
• S63 Uniform Securities Agent State Law Examination
  2018-10-03