TACONIC ADVISORS INC.

TACONIC ADVISORS
SAUGERTIES, New York·3 registered advisors·CRD# 123961
SEC# 801-1258083845-486-5039
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TACONIC ADVISORS INC.

3 registered advisors
Charles Melville Simon
SAUGERTIES, New York
John Alexander Kelly
SAUGERTIES, New York
Meredith Wilson Briggs
SAUGERTIES, New York
05

Office Locations

SAUGERTIES, New York
3 advisors

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Data sourced from SEC Form ADV filings. TACONIC ADVISORS INC. (CRD# 123961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.