Brandon
Rotsky
Kinetic Wealth Investment Advisors, LLC
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About this Advisor
Brandon Rotsky is a financial advisor based in Westlake, Ohio, working with Kinetic Wealth Investment Advisors, LLC. Brandon has previously held positions at Dublin Jerome High School, Merrill Lynch, Nationwide Mutual Insurance Company, Dhl, Ohio State University, Diamond Auto Lease And Sales, Beachwood High School, Bank Of America, N.A, Advice And Planning Services Dba Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Sage Private Wealth Group, LLC, Lpl Financial LLC, Student, and Kinetic Wealth Investment Advisors, LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Brandon is part of Kinetic Wealth Investment Advisors, LLC, which operates out of Westlake, Ohio. The firm has 2 employees and manages assets totaling $142.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kinetic Wealth Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kinetic Wealth Investment Advisors, LLC Brokerage Details
$142,729,838
2
383
$372,663
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brandon Rotsky Work History
Lpl Financial LLC
Kinetic Wealth Investment Advisors, LLC
Sage Private Wealth Group, LLC
Advice And Planning Services Dba Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch
Bank Of America, N.A
Dublin Jerome High School
Nationwide Mutual Insurance Company
Dhl
Student
Diamond Auto Lease And Sales
Ohio State University
Beachwood High School
Disclosures
Please visit the SEC profile of Brandon Rotsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kinetic Wealth Investment Advisors, LLC
Westlake, OH
Westlake, OH
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