Sarah Marie Rosas
Investment adviser representative at Kinetic Investment Management, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$450.9MFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Kinetic Investment Management, Inc.Nov 2025 to now
- Blu RealtyJul 2021 to now
- Precise Financial SolutionsJul 2021 to now
- Global Teck WorldwideJul 2016 to Jul 2021
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8182161
- Firm CRD
- 283034