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Erin E Luciano

Investment adviser representative at Fenimore Asset Management, Inc.
9 yearsExperience
4 statesRegistered in
$5.4BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

9 years in the industry.

  1. Fenimore Asset Management, Inc.Nov 2018 to now
  2. UnemployedJun 2018 to Nov 2018
  3. Samuel A. Ramirez & Co., Inc.Jan 2018 to Jun 2018
  4. C.L. King & AssociatesMar 2009 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 4 states (FL, MA, NJ, NY).

Fenimore Asset Management, Inc.

$5.4BAssets managed
682Clients
19Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4262902
Firm CRD
110946
Advisor's SEC record (opens in a new tab)
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