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Lulu Zamel Alaqili

Investment adviser representative at Cache Advisors LLC
17 yearsExperience
2 statesRegistered in
$962.1MFirm assets
3 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Cache Advisors LLCJun 2026 to now
  2. Cache SecuritiesJan 2026 to now
  3. BettermentOct 2024 to Jan 2026
  4. UnemployedMay 2022 to Sep 2024
  5. Goldman SachsJun 2009 to Apr 2022

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

Cache Advisors LLC

$962.1MAssets managed
7Clients
7Advisers
3 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
5104565
Firm CRD
323063
Advisor's SEC record (opens in a new tab)
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