Robert Douglas Mcclure
Investment adviser representative at Alps Advisors, Inc.
11 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
11 years in the industry.
- Alps Advisors, Inc.Jul 2023 to now
- Alps Fund Services, IncJan 2020 to now
- UnemployedAug 2019 to Jan 2020
- Invesco Distributors, Inc.May 2019 to Aug 2019
- Oppenheimerfunds Distributor, Inc.Mar 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2023
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
- 4460887
- Firm CRD
- 134340