Robert Moses has been Director of Research of Alpha Solutions Investment Advisors since January 2013, is not listed as a control person, but directly owns under 5% of the firm. Robert Moses holds a B.S. in Managerial Economics from Carnegie Mellon University.
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.
Robert Moses is Director of Research of Alpha Solutions Investment Advisors. He was a Senior Analyst at BlackRock, Inc. (formerly Merrill Lynch Investment Managers) and a Research Analyst for the separate accounts business of Merrill Lynch Investment Managers (MLIM), analyzing the healthcare and financial sectors. Before joining MLIM in 1998, he spent five years in The Bank of New York's Investment Research Department.
Robert Moses’ longest registration is the current one, 13 years at Alpha Solutions Investment Advisors since 2013.
- Chatham Wealth Management– · under a yearChatham, NJ · Adviser representative · Firm CRD 111987
- – present · 13 yearsSouth San Francisco, CA · Adviser representative · Firm CRD 156541
Professional designations
Listed by Alpha Solutions Investment Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Robert Moses is registered as an investment adviser representative in 3 states. The first approvals date from January 2013; the most recent is New Jersey, in November 2013.
- CaliforniaSince 18 January 2013
- New JerseySince 18 November 2013
- PennsylvaniaSince 30 May 2013
Examinations
No examinations are on Robert Moses’s record.
- Full name
- Robert Norman Moses
- CRD
- 1870775
- Firm
- Alpha Solutions Investment Advisors · CRD 156541
- Role
- Director of Research
- Office
- 400 OYSTER POINT BLVD., SUITE 407, South San Francisco, CA 94080
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asiadvisors.com
Where does Robert Moses work?
Robert Moses has been Director of Research of Alpha Solutions Investment Advisors, LLC since January 2013.
Is Robert Moses a financial advisor?
Yes. Robert Moses has a current investment-adviser registration in California, New Jersey and Pennsylvania, through Alpha Solutions Investment Advisors since January 2013.
How many years of experience does Robert Moses have?
Robert Moses has 13 years in the financial industry, since January 2013, across 2 adviser firms.
Where is Robert Moses based?
Robert Moses’ registered office is in South San Francisco, CA.
Is Robert Moses registered with FINRA?
No. Robert Moses has no current broker registration.
Is Robert Moses a CFA charterholder?
Alpha Solutions Investment Advisors lists Robert Moses with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Robert Moses’ record?
Search CRD 1870775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Moses’ full registration record.