Meredith Briggs
Taconic Advisors, Inc. · Saugerties, New York
Meredith Briggs is a fee-only financial advisor at Taconic Advisors, Inc. in Saugerties, New York, who holds the CFP credential. Taconic Advisors, Inc. reports charging fixed fees on its Form ADV.
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Facts
| Firm | Taconic Advisors, Inc. |
|---|---|
| Based in | Saugerties, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $246.3M across 598 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4989511 |
| Exams passed | Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | taconicadvisors.com |
How Meredith's firm compares
- Taconic Advisors, Inc.'s average account is about $412,000, from its Form ADV (assets managed divided by 598 accounts).
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Questions about Meredith
Is Meredith Briggs a fee-only financial advisor?
Yes. Meredith Briggs is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Meredith's firm.
How does Meredith charge for financial advice?
Meredith's firm, Taconic Advisors, Inc., reports charging fixed fees on its SEC Form ADV.
Where is Meredith Briggs based?
Meredith Briggs is based in Saugerties, New York.
What credentials does Meredith Briggs hold?
Meredith Briggs holds the CFP credential.
Is Meredith Briggs registered with the SEC?
Yes. Meredith Briggs is registered as an investment adviser representative in NY (CRD 4989511), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Taconic Advisors, Inc. manage?
Taconic Advisors, Inc. reports $246.3M across 598 accounts in assets under management.
How do I contact Meredith Briggs?
Through Meredith's website, taconicadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Taconic Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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