LPL Financial
46yrs
Top advisor by experience in Cobleskill
20yrs
Kevin Thomas Smith
Financial advisor at Fenimore Asset Management
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors at Fenimore Asset Management
Office384 North Grand Street, Cobleskill, NY 12043
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Fenimore Asset Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2018 – nowFenimore Asset Management, Inc.Current firm
Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kevin
How do I contact Kevin?
Call Fenimore Asset Management at 518-234-4393 and ask for Kevin Thomas Smith. Kevin works from the Cobleskill, NY office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2006, about 20 years. More experience than 63% of advisors at Fenimore Asset Management.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Fenimore Asset Management reports being paid by a percentage of the assets they manage. Ask Kevin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Lincoln Investment
42yrs
Top 2% by experience in New York
Lincoln Investment
34yrs
Top 9% by experience nationwide
Lincoln Investment
32yrs
Top 13% by experience nationwide
Lincoln Investment
28yrs
Top 19% by experience in Cobleskill
Fenimore Asset Management
28yrs
Top 11% by experience at Fenimore Asset Management