John Kelly is a CFP-designated registered investment advisor at Taconic Advisors, based in Saugerties, NY, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Taconic Advisors uses a third-party registered investment advisor to manage client investments. The fee for this service is separate from Taconic's fee and is outlined in the third-party advisor's disclosure documents. The fee paid to the third-party advisor depends on the overall level of assets Taconic manages with them, not the size of your individual account.
Location
382 Main Street, Saugerties, NY, 12477
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Taconic Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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