# Robert Moses

> Robert Moses is a fee-only financial advisor at Alpha Solutions Investment Advisors in South San Francisco, California, who holds the CFA credential. Robert charges a percentage of assets.

Page: https://find.wellspent.co/advisors/robert-moses/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alpha Solutions Investment Advisors
- **Based in:** South San Francisco, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $509.5M across 794 accounts
- **Credentials:** CFA
- **CRD:** 1870775 (https://adviserinfo.sec.gov/individual/summary/1870775)
- **SEC registration:** Investment adviser representative in CA, NJ, PA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.asiadvisors.com

## Frequently asked questions

### Is Robert Moses a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Alpha Solutions Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### Where is Robert Moses based?

Robert Moses is based in South San Francisco, California.

### What credentials does Robert Moses hold?

Robert Moses holds the CFA credential.

### Is Robert Moses registered with the SEC?

Yes. Robert Moses is registered as an investment adviser representative in CA, NJ and PA (CRD 1870775), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alpha Solutions Investment Advisors manage?

Alpha Solutions Investment Advisors reports $509.5M across 794 accounts in assets under management.

### How do I contact Robert Moses?

Through Robert's website, www.asiadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1870775): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.asiadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.