Meredith Wilson Briggs
CFP®Professional Summary
Meredith Wilson Briggs, CFP®, who also goes by Meredith Elaine Wilson, is a registered financial advisor currently at TACONIC ADVISORS located in Saugerties, New York. Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Meredith has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Business Services
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Investment Management
- Education Funding
- Tax Planning
Specializations
Biography
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: 1. One-time financial reviews. 2. Ongoing financial planning and investment advisory services for a flat annual fee. We believe good financial advice must meet a fiduciary standard and be free of conflicts of interest. Therefore, we do not take custody of your assets,...
Other Aliases
Meredith Elaine Wilson
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TACONIC ADVISORS | TACONIC ADVISORS, INC. | TACONIC ADVISORS INC.
Contact Information
Main Address
382 Main Street, Saugerties, NY 12477Phone Number
(845) 486-5039# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
598AUM (Assets Under Management)
$246,265,616Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
TACONIC ADVISORS | TACONIC ADVISORS, INC. | TACONIC ADVISORS INC.
State Registrations and Notice Filings
(6/24/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Meredith Wilson Briggs's CRS (Customer Relationship Summary).
Services Offered by Meredith
- Retirement Planning
- Business Services
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Investment Management
- Education Funding
- Tax Planning
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