John
Kelly
Taconic Advisors
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About this Advisor
John Kelly is a financial advisor based in Saugerties, New York, working with Taconic Advisors. John has previously held positions at Fidelity Brokerage Services LLC, Neuberger Berman LLC, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Taconic Advisors, Inc. John has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New York. Currently, John is part of Taconic Advisors, which operates out of Saugerties, New York. The firm has 3 offices and 7 employees. The firm manages assets totaling $179.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Taconic Advisors includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Taconic Advisors Brokerage Details
$179,338,585
7
519
$345,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
John Kelly Work History
Taconic Advisors, Inc
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Neuberger Berman LLC
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of John Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Taconic Advisors
Yardley, PA
Saugerties, NY
Saugerties, NY
Saugerties, NY
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