Meredith Briggs is a CFP-designated registered investment advisor at Taconic Advisors, based in Saugerties, NY, with 13 years of industry experience. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 133 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taconic Advisors uses a third-party registered investment advisor to manage client investments. The fee for this service is separate from Taconic's fee and is outlined in the third-party advisor's disclosure documents. The fee paid to the third-party advisor depends on the overall level of assets Taconic manages with them, not the size of your individual account.
Contact
Meredith Briggs
Location
382 Main Street, Saugerties, NY, 12477
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Regulatory History (1)
Employment Separation After Allegations
November 2015Employment History
Current Registrations
Taconic Advisors
Previous Registrations
Tiaa-Cref Advice and Planning Services
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We provide tax-focused financial planning and investment advisory services for individuals and families. Unlike many companies that charge for assets under management, our clients work with us in 1 of 2 ways: