Nathalie Lai has been VP of Operations of Alpha Solutions Investment Advisors since March 2025, is a control person of the firm and directly owns under 5% of it.
Alpha Solutions Investment Advisors, LLC is a South San Francisco, CA firm with $466M under management, 490 clients and 4 advisers in one office, as of its August 2026 filing.
- – present · 1 yearSouth San Francisco, CA · Adviser representative · Firm CRD 156541
Investment adviser representative registrations
Nathalie Lai is registered as an investment adviser representative in California, since February 2025.
- CaliforniaSince 12 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathalie Botros Lai
- CRD
- 8040034
- Firm
- Alpha Solutions Investment Advisors · CRD 156541
- Role
- VP of Operations
- Office
- 400 OYSTER POINT BLVD., SUITE 407, South San Francisco, CA 94080
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathalie Lai work?
Nathalie Lai has been VP of Operations of Alpha Solutions Investment Advisors, LLC since March 2025, and is a control person of the firm.
Is Nathalie Lai a financial advisor?
Yes. Nathalie Lai has a current investment-adviser registration in California, through Alpha Solutions Investment Advisors since February 2025.
How many years of experience does Nathalie Lai have?
Nathalie Lai has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Nathalie Lai passed?
Nathalie Lai passed the Series 65 in January 2025.
Where is Nathalie Lai based?
Nathalie Lai’s registered office is in South San Francisco, CA.
Is Nathalie Lai registered with FINRA?
No. Nathalie Lai has no current broker registration.
How can I verify Nathalie Lai’s record?
Search CRD 8040034 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathalie Lai’s full registration record.
