Rebeca
Cotton

Taconic Advisors

CRD#7909949
Investment Advisor
in Saugerties, NY

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About this Advisor

Rebeca Cotton is a financial advisor based in Saugerties, New York, working with Taconic Advisors. Rebeca has previously held positions at Taconic Advisors, Inc, Zeiders, Keithly Barber Associates, Inc, H & R Block, and Ballast Point Financial Planning. Rebeca is registered to provide services in New York and Texas. Currently, Rebeca 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

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Fixed Fees

Office Location

382 Main Street
Saugerties, NY 12477

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Taconic Advisors Brokerage Details

Total Assets Under Management

$179,338,585

NY Average: $7,464,549,021
Total Number of Employees

7

NY Average: 88
Total Number of Accounts

519

NY Average: 3,892
Average Account Size

$345,546

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Rebeca Cotton Work History

2023 - Present (1 year)

Taconic Advisors, Inc

2021 - 2023 (2 years)

Zeiders

2021 - 2021 (< 1 year)

H & R Block

2021 - 2021 (< 1 year)

Ballast Point Financial Planning

2007 - 2022 (15 years)

Keithly Barber Associates, Inc

Disclosures

Please visit the SEC profile of Rebeca Cotton 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

Richard Lisk
Yardley, PA
Meredith Briggs
Saugerties, NY
John Kelly
Saugerties, NY
Rebeca Cotton
Saugerties, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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