Rebeca
Cotton
Taconic Advisors
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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
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
Rebeca Cotton Work History
Taconic Advisors, Inc
Zeiders
H & R Block
Ballast Point Financial Planning
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
Yardley, PA
Saugerties, NY
Saugerties, NY
Saugerties, NY
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