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 3 states (or territories).

Current Firm Details
382 Main Street, Saugerties, NY 12477
https://www.linkedin.com/company/taconic-advisors-inc
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $345,546
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY, PA

Financial Advisors at Taconic Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Meredith Briggs, financial advisor Saugerties NY
Meredith W. Briggs
CRD#: 4989511
382 Main Street, Saugerties, NY 12477

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.

2
John Kelly, financial advisor Saugerties NY
John A. Kelly
CRD#: 5217352
382 Main Street, Saugerties, NY 12477

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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