Meredith Briggs has been President/Treasurer of Taconic Advisors since August 2016, is a control person of the firm and directly owns 75% or more of it. Meredith Briggs studied at Duke University.
Taconic Advisors Inc. is a Saugerties, NY firm with $246M under management, 133 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Meredith W. Briggs is a co-owner and shareholder of Taconic Advisors. She began her financial services career in 2005 in Richmond, Virginia, and in 2011 moved to the Hudson Valley and joined a large wealth management company. She became a co-owner and shareholder of Taconic Advisors in 2016.
Meredith Briggs’ longest registration is the current one, 5 years at Taconic Advisors since 2021. Before joining Taconic Advisors in 2021, Meredith Briggs was registered through Tiaa-Cref Advice and Planning Services and Axa Advisors, LLC.
- Taconic AdvisorsCurrent– present · 5 yearsSaugerties, NY · Adviser representative · Firm CRD 123961
- Tiaa-Cref Advice and Planning Services– · 4 yearsPoughkeepsie, NY · Adviser representative · Firm CRD 20472
- Axa Advisors, LLC– · 4 yearsRichmond, VA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Taconic Advisors
- CFP®
Investment adviser representative registrations
Meredith Briggs is registered as an investment adviser representative in New York, since June 2021.
- New YorkSince 24 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 July 2005 |
| Series 7 | General Securities Representative Examination | 19 July 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Meredith Wilson Briggs
- CRD
- 4989511
- Firm
- Taconic Advisors · CRD 123961
- Role
- President/Treasurer
- Office
- 382 MAIN STREET, Saugerties, NY 12477
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taconicadvisors.com
Where does Meredith Briggs work?
Meredith Briggs has been President/Treasurer of Taconic Advisors Inc. since August 2016, and is a control person of the firm.
Is Meredith Briggs a financial advisor?
Yes. Meredith Briggs has a current investment-adviser registration in New York, through Taconic Advisors since June 2021.
How many years of experience does Meredith Briggs have?
Meredith Briggs has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has Meredith Briggs passed?
Meredith Briggs has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005. FINRA credited Meredith Briggs with the SIE, which began in October 2018.
Where did Meredith Briggs work before Taconic Advisors?
Before Taconic Advisors, Meredith Briggs was registered through Tiaa-Cref Advice and Planning Services, September 2011 to December 2015; Axa Advisors, LLC, August 2005 to October 2009.
Where is Meredith Briggs based?
Meredith Briggs’ registered office is in Saugerties, NY.
Is Meredith Briggs registered with FINRA?
No. Meredith Briggs has no current broker registration.
Is Meredith Briggs a CFP?
Taconic Advisors lists Meredith Briggs with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: MEREDITH W. BRIGGS, CFP® biography, taconicadvisors.com
How can I verify Meredith Briggs’ record?
Search CRD 4989511 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meredith Briggs’ full registration record.
