Taconic Advisors
Taconic Advisors (CRD# 123961) is a financial advisory firm headquartered in Saugerties, NY. They manage $179,338,585 in 519 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management179MILLION
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Total Number of Accounts519ACCOUNTS
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Average Account Value$345,546
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, NY, PA, TX
Meredith Briggs (CRD# 4989511) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 18 years of experience in the finance industry.
John Kelly (CRD# 5217352) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has over 14 years of experience in the finance industry.
Rebeca Cotton (CRD# 7909949) is an Investment Advisor Representative working at Taconic Advisors in Saugerties, NY and has 1 year of experience in the finance industry.