Brandon Scott Rotsky
Investment adviser representative at Kinetic Wealth Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$214.5MFirm 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.
- Kinetic Wealth Investment Advisors, LLCJan 2024 to now
- LPL Financial LLCJan 2024 to now
- UnemployedSep 2023 to Jan 2024
- Sage Private Wealth Group, LLCNov 2020 to Sep 2023
- Advice and Planning Services dba TIAAMar 2018 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Nov 2020
- Bank of America, N.A.Jun 2017 to Mar 2018
- Merrill LynchJun 2017 to Mar 2018
- Ohio State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kinetic Wealth Investment Advisors, LLC
$214.5MAssets managed
179Clients
3Advisers
2 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
- 6821558
- Firm CRD
- 311536