Steven Martinez has been an investment adviser representative at Kinetic Investment Management since May 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.
Steven Martinez’s longest registration was 7 years at Regal Investment Advisors LLC (2019–2026). Before joining Kinetic Investment Management in 2026, Steven Martinez was registered through Regal Investment Advisors LLC and Secure Investment Management, LLC.
- – present · under a yearUpland, CA · Adviser representative · Firm CRD 283034
- Regal Investment Advisors LLC– · 7 yearsUpland, CA · Adviser representative · Firm CRD 125004
- Secure Investment Management, LLC– · 2 yearsUpland, CA · Adviser representative · Firm CRD 141195
- Center Street Advisors, Inc.– · under a yearUpland, CA · Adviser representative · Firm CRD 169329
- Retirement Wealth Advisors, Inc.– · 1 yearUpland, CA · Adviser representative · Firm CRD 137658
- Prosperity Capital Advisors– · 1 yearUpland, CA · Adviser representative · Firm CRD 156480
Investment adviser representative registrations
Steven Martinez is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 20 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Michael Martinez
- CRD
- 5687442
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 1425 West Foothill Blvd, Suite 125, Upland, CA 91786
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Martinez work?
Steven Martinez is an investment adviser representative registered through Kinetic Investment Management, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Steven Martinez a financial advisor?
Yes. Steven Martinez has a current investment-adviser registration in California, through Kinetic Investment Management since May 2026.
How many years of experience does Steven Martinez have?
Steven Martinez has 14 years in the financial industry, since July 2012, across 6 adviser firms.
What exams has Steven Martinez passed?
Steven Martinez passed the Series 65 in February 2011.
Where did Steven Martinez work before Kinetic Investment Management?
Before Kinetic Investment Management, Steven Martinez was registered through Regal Investment Advisors LLC, February 2019 to May 2026; Secure Investment Management, LLC, May 2016 to January 2019; Center Street Advisors, Inc., June 2015 to April 2016; Retirement Wealth Advisors, Inc., January 2014 to July 2015; Prosperity Capital Advisors, August 2011 to March 2013.
Where is Steven Martinez based?
Steven Martinez’s registered office is in Upland, CA.
Is Steven Martinez registered with FINRA?
No. Steven Martinez has no current broker registration.
How can I verify Steven Martinez’s record?
Search CRD 5687442 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Martinez’s full registration record.