Rebeca Cotton
Taconic Advisors · Saugerties, New York
Rebeca Cotton is a fee-only financial advisor at Taconic Advisors in Saugerties, New York, who holds the CFP and ChFC credentials. Taconic Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Taconic Advisors |
|---|---|
| Based in | Saugerties, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $246.3M across 598 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY, TX · CRD 7909949 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.taconicadvisors.com |
How Rebeca's firm compares
- Taconic Advisors's average account is about $412,000, from its Form ADV (assets managed divided by 598 accounts).
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Questions about Rebeca
Is Rebeca Cotton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebeca holds no broker registration, and Taconic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebeca charge for financial advice?
Rebeca's firm, Taconic Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Rebeca Cotton based?
Rebeca Cotton is based in Saugerties, New York.
What credentials does Rebeca Cotton hold?
Rebeca Cotton holds the CFP and ChFC credentials.
Is Rebeca Cotton registered with the SEC?
Yes. Rebeca Cotton is registered as an investment adviser representative in NY and TX (CRD 7909949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taconic Advisors manage?
Taconic Advisors reports $246.3M across 598 accounts in assets under management.
How do I contact Rebeca Cotton?
Through Rebeca's website, www.taconicadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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