Samuel Adams
Investment adviser representative at Kinetic Investment Management, Inc.
17 yearsExperience
2 statesRegistered in
$450.9MFirm assets
6 yearsFirm in business
Are you Samuel Adams? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
17 years in the industry.
- Kinetic Investment Management, Inc.May 2019 to now
- Rta & Associates Financial & Insurance ServicesMay 2009 to now
- Foundations Investment Advisors, LLCApr 2017 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 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
- 6057464
- Firm CRD
- 283034