Leila Parvaneh has been an investment adviser representative at Kinetic Investment Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Leila Parvaneh’s longest registration is the current one, 2 years at Kanani Advisory Group Inc. since 2024.
- – present · under a yearIrvine, CA · Adviser representative · Firm CRD 283034
- Kanani Advisory Group Inc.Also current– present · 2 yearsIrvine, CA · Adviser representative · Firm CRD 288314
Investment adviser representative registrations
Leila Parvaneh is registered as an investment adviser representative in California, since January 2024.
- CaliforniaSince 29 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 2019 |
| SIE | Securities Industry Essentials Examination | 30 October 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 7154419
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 16440 Bake Parkway, Suite 150, Irvine, CA 92618
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Leila Parvaneh work?
Leila Parvaneh is an investment adviser representative registered through Kinetic Investment Management, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Leila Parvaneh a financial advisor?
Yes. Leila Parvaneh has a current investment-adviser registration in California, through Kinetic Investment Management since April 2026.
How many years of experience does Leila Parvaneh have?
Leila Parvaneh has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Leila Parvaneh passed?
Leila Parvaneh has passed 4 licensing exams: the Series 6TO, SIE, Series 63 and Series 65. The earliest, the Series 6TO, was passed in October 2019.
Where is Leila Parvaneh based?
Leila Parvaneh’s registered office is in Irvine, CA.
Is Leila Parvaneh registered with FINRA?
No. Leila Parvaneh has no current broker registration.
How can I verify Leila Parvaneh’s record?
Search CRD 7154419 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leila Parvaneh’s full registration record.