RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Nicholas Foulger Taggart
- Title
- Managing Director, Client Relations and Business Developmentreportedacr-invest.comfirm site, Sep 15, 2026
- Designations
- MBAreportedacr-invest.comas printed on the bio page, Sep 16, 2026
- Business email
- ntaggart@acr-invest.comreportedacr-invest.comfirm site, Sep 15, 2026
- Professional profile
- acr-invest.com/our-team/nick-taggartreportedacr-invest.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Acr Alpine Capital Research, LLC mixed wealth currentsince Nov 8, 2017 · Canby, Or
- Cetera Advisors LLC formerFeb 28, 2012 to Oct 18, 2017 · Greenwood Village, Co
- Pacific West Financial Consultants Inc formerNov 21, 2006 to Feb 28, 2012 · Renton, Wa
- Cetera Advisors LLC to Acr Alpine Capital Research, LLCleft Oct 18, 2017, registered Nov 8, 2017 (21 days) · Other
- Pacific West Financial Consultants Inc to Cetera Advisors LLCleft Feb 28, 2012, registered Feb 28, 2012 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address