Rebeca Cotton is a CFP, ChFC-designated registered investment advisor at Taconic Advisors, based in Saugerties, NY, with 1 years of industry experience. Rebeca 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.
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Rebeca works as a remote tax service associate intern, assisting in the preparation of federal and state tax returns during tax season (January to April). This activity is not investment-related.
Employment History
Current Registrations
Taconic Advisors
State Registrations2 states
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