TACONIC ADVISORS INC.
Legal name: TACONIC ADVISORS
CRD #123961 SEC #801-125808 SAUGERTIES, NY 845-486-5039
SEC Registered
Total AUM
$206.9M
Discretionary
$206.9M
Employees
6
Clients
101
Accounts
549
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLY, JOHN, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELLY, JOHN, ALEXANDER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/SECRETARY | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/SECRETARY | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| BRIGGS, MEREDITH, WILSON | I | PRESIDENT/TREASURER | E | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| KELLY, JOHN, ALEXANDER | I | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| SIMON, CHARLES, MELVILLE | I | VICE PRESIDENT/TREASURER | C | Control |
| SIMON, CHARLES, MELVILLE | I | VICE PRESIDENT/TREASURER | C | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (4)
MA NY PA TX
Address
382 MAIN STREETSAUGERTIES, NY 12477
United States
Phone: 845-486-5039