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Theodore Eustace Kalem

Enclave Capital LLC

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About Theodore Eustace Kalem

Theodore Eustace Kalem is an Investment Advisor Representative with Enclave Capital LLC. Theodore has been in the securities industry for over 17 years and is licensed in New York. Theodore's previous employers include Corinthian Partners, L.L.C., Merriman Capital, Inc., Agincourt, Ltd., John Thomas Financial, Summer Street Research Partners, J.P. Morgan Securities Inc., and Lehman Brothers Inc. Theodore has passed several industry exams, including Series 7, 79, 24, 63, and SIE. Theodore specializes in investment banking.

Firm Information

Theodore Kalem is currently registered with Enclave Capital LLC. Enclave Capital LLC is a Limited Liability Company formed in May 1995 and is registered in 19 states, including Arizona, California, and New York. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Theodore Kalem’s Registration & Firm History

FL

02/12/2021 - Present

Enclave Capital LLC (BOCA RATON FL)

NY

11/08/2016 - 01/26/2021

CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)

CA

06/24/2014 - 09/06/2016

MERRIMAN CAPITAL, INC. (San Francisco CA)

NY

04/17/2013 - 06/18/2014

AGINCOURT, LTD. (NEW YORK NY)

NY

02/12/2013 - 03/15/2013

CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)

NY

09/06/2012 - 02/08/2013

JOHN THOMAS FINANCIAL (NEW YORK NY)

NY

03/08/2011 - 08/23/2012

SUMMER STREET RESEARCH PARTNERS (NEW YORK NY)

NY

05/01/2001 - 07/17/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/22/2000 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/11/1994 - 02/25/2000

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore Eustace Kalem.
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