Anne Putnam, financial advisor Cobleskill NY
93 score

Anne Putnam

CRD Number: 4486527
Current Firm: Fenimore Asset Management, Inc.

Anne Putnam (CRD# 4486527) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Cobleskill, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fenimore Asset Management, Inc. Cobleskill, NY Jul 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Anne B. Putnam
Phone Number: 518-234-4393
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,145
    MILLIONS
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $2,886,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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