Meredith W. Briggs
TACONIC ADVISORS
Saugerties, NY 12477
Some features on this profile are disabled
CRD#: 4989511
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.
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, but rather, we help you evaluate your options and we work with you to implement changes to help you meet your financial goals.
________________________________________
Meetings available by appointment in Poughkeepsie or Saugerties, NY. We also offer web-based meetings "virtually" anywhere.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Divorce Planning
Insurance Planning
Comprehensive Financial Planni...
Business Succession Planning
Investment Planning
Education Planning
Tax Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Meredith Elaine Wilson
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Meredith Wilson Briggs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
June 24, 2021 - Present
TACONIC ADVISORS
Office #1: 382 Main Street, Saugerties, NY 12477RIA
CRD#: 123961
Saugerties, NY
Past
October 5, 2011 - December 1, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
POUGHKEEPSIE, NY
Past
September 29, 2011 - December 1, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
POUGHKEEPSIE, NY
Past
August 19, 2005 - October 22, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
RICHMOND, VA
Past
July 21, 2005 - October 22, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TACONIC ADVISORS
TACONIC ADVISORS | TACONIC ADVISORS, INC. | TACONIC ADVISORS INC.
CRD#: 123961 / SEC#: 801-125808
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)New York
Registered Investment Advisory firm - (6/16/2022 Terminated)Texas
Registered Investment Advisory firm - (12/17/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(6/24/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TACONIC ADVISORS
TACONIC ADVISORS | TACONIC ADVISORS, INC. | TACONIC ADVISORS INC.
CRD#: 123961 / SEC#: 801-125808
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)New York
Registered Investment Advisory firm - (6/16/2022 Terminated)Texas
Registered Investment Advisory firm - (12/17/2013 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
382 Main Street, Saugerties, NY 12477
Mailing Address
Phone number
(845) 486-5039
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 549 |
| AUM (Assets Under Management) | $ 206,907,007 |
Red Flags
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.
