Mark Anthony Halby
Investment adviser representative at Dlk Investment Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$524MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Dlk Investment ManagementFeb 2019 to now
- Nautilus Advisors LLCJun 2013 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dlk Investment Management
$524MAssets managed
467Clients
4Advisers
17 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
- 5536243
- Firm CRD
- 149096