Unclaimed Profile

Anne B. Putnam

FENIMORE ASSET MANAGEMENT, INC.·ALBANY, New York

SIE, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredFENIMORE ASSET MANAGEMENT, INC.

142 WOLF ROAD, ALBANY, NY 12205CRD# 4486527Firm CRD# 110946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anne B. Putnam · ALBANY, NY

Registration

CRD #4486527 · FENIMORE ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

FENIMORE ASSET MANAGEMENT, INC.

Jun 2007 – present

THE DANFORTH ASSOCIATES, INC

Mar 2005 – Jun 2006

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FENIMORE ASSET MANAGEMENT, INC.

CRD 110946 · SEC 801-10429

AUM

$4.2B

Regulatory assets under management

Employees

1,112 client accounts

Services offered by FENIMORE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FENIMORE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Anne B. Putnam offer?

Anne B. Putnam specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.

What are Anne B. Putnam's credentials?

Anne B. Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne B. Putnam located?

Anne B. Putnam is based in ALBANY, New York, working with FENIMORE ASSET MANAGEMENT, INC.. Their office serves clients in the ALBANY metropolitan area and surrounding communities.

How does Anne B. Putnam charge for services?

Anne B. Putnam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FENIMORE ASSET MANAGEMENT, INC.?

FENIMORE ASSET MANAGEMENT, INC. has approximately 38 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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