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Sarah Rosas

Investment adviser representative at Kinetic Investment Management in Charlotte, FL

Investment adviser registrationUpdated

Sarah Rosas is an investment adviser representative at Kinetic Investment Management, Inc., an investment adviser managing $451M, and works from its Charlotte, FL office. Sarah Rosas has been registered through Kinetic Investment Management since 25 November 2025 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Sarah Rosas has been an investment adviser representative at Kinetic Investment Management since November 2025, 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.

  1. – present · under a year
    Charlotte, FL · Adviser representative · Firm CRD 283034

Credentials and registrations

Investment adviser representative registrations

Sarah Rosas is registered as an investment adviser representative in Florida, since November 2025.

  • FloridaSince 25 November 2025

Examinations

No examinations are on Sarah Rosas’s record.

Key facts

Full name
Sarah Marie Rosas
CRD
8182161
Office
22119 Elmira Blvd Port, Charlotte, FL 33952
Registration
Investment adviser registration
In the industry since
November 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sarah Rosas work?

Sarah Rosas is an investment adviser representative registered through Kinetic Investment Management, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Sarah Rosas a financial advisor?

Yes. Sarah Rosas has a current investment-adviser registration in Florida, through Kinetic Investment Management since November 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Sarah Rosas have?

Sarah Rosas has 0 years in the financial industry, since November 2025, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

Where is Sarah Rosas based?

Sarah Rosas’ registered office is in Charlotte, FL.

Source: IAPD individual record, checked 23 October 2026

Is Sarah Rosas registered with FINRA?

No. Sarah Rosas has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Sarah Rosas’ record?

Search CRD 8182161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Rosas’ full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Kinetic Investment Management

Sources

  1. IAPD individual record, CRD 8182161, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Kinetic Investment Management, Inc., filed 28 September 2026. Executive officers and direct owners; this person is not among them.