Unclaimed Profile

Debra Ann Pollard

FENIMORE ASSET MANAGEMENT, INC.·COBLESKILL, New York

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record7 years registeredFENIMORE ASSET MANAGEMENT, INC.

384 N GRAND STREET, COBLESKILL, NY 12043-0310CRD# 1874147Firm CRD# 110946

Profile Verification

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

Identity

Debra Ann Pollard · COBLESKILL, NY

Registration

CRD #1874147 · FENIMORE ASSET MANAGEMENT, INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FENIMORE ASSET MANAGEMENT, INC.

FENIMORE ASSET MANAGEMENT, INC.

Aug 2018 – Jan 2023

COBLESKILL, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 23, 2018

Years registered · 7

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

Speak with Debra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Debra is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COBLESKILL?

Browse all registered financial advisors in COBLESKILL, New York or claim this profile if it's yours.

Browse COBLESKILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Debra Ann Pollard offer?

Debra Ann Pollard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Debra Ann Pollard's credentials?

Debra Ann Pollard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Ann Pollard located?

Debra Ann Pollard is based in COBLESKILL, New York, last registered with FENIMORE ASSET MANAGEMENT, INC..

How does Debra Ann Pollard charge for services?

Debra Ann Pollard'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →