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Nicholas Foulger Taggart

Investment Adviser Representative at ACR Alpine Capital Research, LLC

Canbury, ORCRD #4353676Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas Foulger Taggart is an investment adviser representative with ACR Alpine Capital Research, LLC in Canbury, OR, where they have been registered since 2017. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Cetera Advisors LLC and Pacific WEST Financial Consultants Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri, Oregon, and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Oregon, Texas
Broker:
37 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/2/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/11/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/10/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IMST Distributors, LLCCurrent
11/15/2017 – Canbury, OR
ACR Alpine Capital Research, LLCCurrent
11/8/2017 – Canby, OR
Cetera Advisors LLC
2/28/2012 – 10/18/2017Portland, OR
Pacific WEST Financial Consultants Inc
11/21/2006 – 2/28/2012Renton, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cetera Advisors LLC
    Jan 2013 – Oct 2017El Segundo, CA
  2. ACR Alpine Capital Research, LLC
    Oct 2017 – no end date reportedCanby, OR
  3. IMST Distributors, LLC
    Nov 2017 – no end date reportedCanby, OR

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ACR Alpine Capital Research, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
Firm account minimum
$10,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $25 Million1.00%
  • Next $25 Million0.88%
  • Remainder0.75%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
2
Main office:
St. Louis, MO
SEC file number:
801-60694

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 24, 2026

View full firm profile

Other advisors at ACR Alpine Capital Research, LLC

8 other advisors in the directory

View ACR Alpine Capital Research, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Foulger Taggart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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