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Meredith Wilson Briggs

TACONIC ADVISORS INC.·SAUGERTIES, New York
Unclaimed Profile
382 MAIN STREET, SAUGERTIES, NY 12477CRD# 4989511Firm CRD# 123961
01

About

Meredith Wilson Briggs 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
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# 4989511
Firm CRD# 123961
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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