Theodore Jonah Kay
Investment adviser representative at Dlk Investment Management
9 yearsExperience
1 stateRegistered in
$524MFirm assets
17 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Dlk Investment ManagementJan 2009 to now
- Alpha Cubed Investments, LLCOct 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
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
- 5643664
- Firm CRD
- 149096