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Meredith Wilson Briggs

TACONIC ADVISORS INC.·SAUGERTIES, New York
SIE, Series 7, Series 66CFP20 years registeredTACONIC ADVISORS INC.
382 MAIN STREET, SAUGERTIES, NY 12477CRD# 4989511Firm CRD# 123961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Meredith Wilson Briggs · SAUGERTIES, NY
Registration
CRD #4989511 · TACONIC ADVISORS INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

TACONIC ADVISORS
Jun 2021 – present
TIAA-CREF ADVICE AND PLANNING SERVICES
Sep 2011 – Dec 2015
POUGHKEEPSIE, NY
AXA ADVISORS, LLC
Aug 2005 – Oct 2009
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 19, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

2015Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TACONIC ADVISORS INC.
CRD 123961 · SEC 801-125808
AUM
$179M
Regulatory assets under management
Employees
7
519 client accounts
Services offered by TACONIC ADVISORS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TACONIC ADVISORS INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at TACONIC ADVISORS INC.

Charles Melville Simon
SAUGERTIES, NY
John Alexander Kelly
SAUGERTIES, NY
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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