Investment adviser representative · Kinetic Investment Management, Inc.
Neda Kanani
CRD 6923837 · Irvine, CA
At a glance
Neda Kanani is an investment adviser representative with Kinetic Investment Management, Inc. in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neda’s SEC record dates to 2018, about 8 years ago.
Current advisory firms
- Kinetic Investment Management, Inc.Since July 2026Irvine, CA · $451M in regulatory assets
- Kanani Advisory Group Inc.Since October 2018Irvine, CA · $288M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Neda’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.