Nathalie Botros Lai
Investment adviser representative at Alpha Solutions Investment Advisors
11 yearsExperience
1 stateRegistered in
$466.3MFirm assets
4 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Alpha Solutions Investment AdvisorsFeb 2025 to now
- Dr. Nathalie Botros, Inc.Jan 2023 to now
- Tamir Wardany DdsSep 2024 to Jan 2025
- Union Square Dental GroupJun 2021 to Jan 2023
- Full Time EducationJan 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Alpha Solutions Investment Advisors
Legal name: Alpha Solutions Investment Advisors, LLC
$466.3MAssets managed
490Clients
4Advisers
4 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
- 8040034
- Firm CRD
- 156541