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TACONIC ADVISORS

SAUGERTIES, NY · CRD 123961 · IAPD ↗ · 845-486-5039

$246.3MRegulatory AUM
3Advisory reps
5Employees
7Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2024 — TACONIC ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — TACONIC ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.