Brandon Rotsky has been an investment adviser representative at Kinetic Wealth Investment Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners. Brandon Rotsky holds a Bachelor of Science in Finance with a concentration in Investments and a Minor in Economics from The Ohio State University.
Kinetic Wealth Investment Advisors, LLC is a Westlake, OH firm with $215M under management, 179 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Brandon Rotsky is a Registered Representative of LPL Financial and works with Kinetic Wealth Investment Advisors. He has been a financial advisor since 2017. Throughout his career he has worked with business owners, university professors, healthcare professionals, union workers, and families.
Brandon Rotsky’s longest registration was 2 years at Sage Private Wealth Group, LLC (2020–2023). Before joining Kinetic Wealth Investment Advisors in 2024, Brandon Rotsky was registered through Sage Private Wealth Group, LLC and Advice and Planning Services.
- – present · 2 yearsAdviser representative · Firm CRD 311536
- Sage Private Wealth Group, LLC– · 2 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 173399
- Advice and Planning Services– · 2 yearsChicago, IL · Adviser representative · Firm CRD 20472
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearChicago, IL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Kinetic Wealth Investment Advisors
- CFP®
Investment adviser representative registrations
Brandon Rotsky is registered as an investment adviser representative in Ohio, since January 2024.
- OhioSince 11 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 18 November 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 September 2017 |
| Series 7 | General Securities Representative Examination | 24 August 2017 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Scott Rotsky
- CRD
- 6821558
- Firm
- Kinetic Wealth Investment Advisors · CRD 311536
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kinetic-wealth.com
Where does Brandon Rotsky work?
Brandon Rotsky is an investment adviser representative registered through Kinetic Wealth Investment Advisors, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Rotsky a financial advisor?
Yes. Brandon Rotsky has a current investment-adviser registration in Ohio, through Kinetic Wealth Investment Advisors since January 2024.
How many years of experience does Brandon Rotsky have?
Brandon Rotsky has 8 years in the financial industry, since December 2017, across 4 adviser firms.
What exams has Brandon Rotsky passed?
Brandon Rotsky has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in August 2017. FINRA credited Brandon Rotsky with the SIE, which began in October 2018.
Where did Brandon Rotsky work before Kinetic Wealth Investment Advisors?
Before Kinetic Wealth Investment Advisors, Brandon Rotsky was registered through Sage Private Wealth Group, LLC, November 2020 to September 2023; Advice and Planning Services, April 2018 to November 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2017 to April 2018.
Is Brandon Rotsky registered with FINRA?
Yes. Brandon Rotsky has a current broker registration, under CRD 6821558.
Source: FINRA BrokerCheck
Is Brandon Rotsky a CFP?
Kinetic Wealth Investment Advisors lists Brandon Rotsky with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brandon Rotsky’s record?
Search CRD 6821558 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brandon Rotsky’s full registration record.
