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VP of Operations · Alpha Solutions Investment Advisors

Nathalie B. Lai

CRD 8040034 · Named on Form ADV at one SEC-registered adviser

At a glance

Alpha Solutions Investment Advisors, an SEC-registered wealth manager based in South SAN Francisco, CA with $466 million in regulatory assets, lists Nathalie B. Lai on its Form ADV as VP of Operations, a control person.

Firms and roles

AtlasMembers

Nathalie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Anthony T SamCEO, CCO, Manager, Member, Alpha Solutions Investment Advisors
  • Robert N. MosesDirector of Research, Alpha Solutions Investment Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathalie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.