Sanjay Tolia
Investment adviser representative at Kubence
10 yearsExperience
1 stateRegistered in
$570KFirm assets
1 yearFirm 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
10 years in the industry.
- Marine Layer SecuritiesAug 2026 to now
- Institutional Securities CorpMay 2025 to now
- KubenceMar 2025 to now
- Marine Layer Advisors LLCJan 2024 to now
- Marine Layer Capital LLCJan 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kubence
Legal name: Kubence LLC
$570KAssets managed
1Clients
1Advisers
1 yearIn 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
- 5238748
- Firm CRD
- 336461