Taconic Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 123961
- SEC number
- 801-125808
- Firm type
- RIA
- Assets under management
- $246.3M as of Mar 2, 2026
- Website
- www.linkedin.com/company/taconic-advisors-inc ↗
- Phone
- 845-486-5039
- Address
- 382 Main Street, Saugerties, NY, 12477
Advisors at this firm
4 in our index · page 1 of 1
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Meredith Wilson BriggsCRD 4989511 · Saugerties, NYIA RegisteredDisclosure event(s) on record
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Rebeca Irene CottonCRD 7909949 · San Antonio, TXIA Registered
-
John Alexander KellyCRD 5217352 · Saugerties, NYIA RegisteredRegistration inactive
-
Richard Patrick LiskCRD 7130029 · Yardley, PAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
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SEC IAPD record for firm CRD 123961 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.