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Charles Melville Simon

TACONIC ADVISORS INC.·SAUGERTIES, New York
Clean recordTACONIC ADVISORS INC.
382 MAIN STREET, SAUGERTIES, NY 12477CRD# 4640686Firm CRD# 123961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Melville Simon · SAUGERTIES, NY
Registration
CRD #4640686 · TACONIC ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Melville Simon is a registered financial advisor based in SAUGERTIES, New York, affiliated with TACONIC ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TACONIC ADVISORS INC.
TACONIC ADVISORS
AUM
$179M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TACONIC ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4640686
Firm CRD# 123961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Melville Simon offer?
Charles Melville Simon specializes in Financial Planning, Investment Management. Contact their office in SAUGERTIES, New York for a consultation.
What are Charles Melville Simon's credentials?
Charles Melville Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Melville Simon located?
Charles Melville Simon is based in SAUGERTIES, New York, working with TACONIC ADVISORS INC.. Their office serves clients in the SAUGERTIES metropolitan area and surrounding communities.
How does Charles Melville Simon charge for services?
Charles Melville Simon's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TACONIC ADVISORS INC.?
TACONIC ADVISORS INC. has approximately 7 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TACONIC ADVISORS INC.

Meredith Wilson Briggs
SAUGERTIES, NY
John Alexander Kelly
SAUGERTIES, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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