Tara Jill Neckel
Investment adviser representative at Alps Advisors, Inc.
21 yearsExperience
1 stateRegistered in
$38.8BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Registered Fund Services - Ss&c AlpsApr 2026 to now
- Alps Advisors, Inc.Aug 2007 to now
- Alps Fund Services, Inc.Aug 2005 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
Alps Advisors, Inc.
$38.8BAssets managed
22Clients
15Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4051739
- Firm CRD
- 134340