Meredith Wilson Briggs
Investment adviser representative at Taconic Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$246.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Taconic Advisors, Inc.Dec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
Taconic Advisors
Legal name: Taconic Advisors Inc.
$246.3MAssets managed
133Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4989511
- Firm CRD
- 123961