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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2012
- Office Locations
- 2
Office Locations
About Taconic Advisors
Taconic Advisors is a fee-only RIA in New York’s Hudson Valley providing objective, personalized financial planning and discretionary portfolio management for individuals and families navigating life transitions. Portfolios emphasize asset allocation and risk management using primarily mutual funds and ETFs, custodied at Fidelity/NFS, with no product sales or commissions.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MEREDITH WILSON BRIGGS
Financial Advisor, General Partner, President, TREASURER
- CRD
- #4989511
- Ownership
- 75% or more
JOHN ALEXANDER KELLY
Advisor, Chief Compliance Officer, Secretary, VICE PRESIDENT
- CRD
- #5217352
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Rebeca Irene Cotton
Certified Financial Planner
- CRD
- #7909949
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,265,616 | $411,815 |
| Non-Discretionary | $0 | -- |
| Total | $246,265,616 | $411,815 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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