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. Meredith Briggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5619407
Edward Jones
CRD# 3149349
Lpl Financial LLC
CRD# 1710378
Cadaret Grant & Co Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Taconic Advisors, Inc. | Saugerties, NY | Dec 2015 - Current | 8 |
Tiaa-cref Individual & Institutional Services, LLC | Poughkeepsie, NY | Sep 2011 - Nov 2015 | 4 |
Tiaa | Poughkeepsie, NY | Sep 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management179MILLIONS
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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
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