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John Alexander Kelly

TACONIC ADVISORS INC.·SAUGERTIES, New York
Clean recordTACONIC ADVISORS INC.
382 MAIN STREET, SAUGERTIES, NY 12477CRD# 5217352Firm CRD# 123961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Alexander Kelly · SAUGERTIES, NY
Registration
CRD #5217352 · TACONIC ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Alexander Kelly 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# 5217352
Firm CRD# 123961
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Alexander Kelly offer?
John Alexander Kelly specializes in Financial Planning, Investment Management. Contact their office in SAUGERTIES, New York for a consultation.
What are John Alexander Kelly's credentials?
John Alexander Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alexander Kelly located?
John Alexander Kelly 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 John Alexander Kelly charge for services?
John Alexander Kelly'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.

Charles Melville Simon
SAUGERTIES, NY
Meredith Wilson Briggs
SAUGERTIES, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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