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Matthew Joel Kolenich

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

CRD 4503034

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Employer firm

Clearstead; Clearstead Advisory Solutions CRD 105674

$33.9B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-20
  • OH RA
    APPROVED
    Since 2023-01-20

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chapman & Chapman Advisors Llc Twinsburg OH 11/2004 03/2020
Chapman & Chapman, Inc. Twinsburg OH 10/2004 03/2020
Kestra Financial Services, Inc Austin TX 04/2016 04/2020
Usi Consulting Group, Inc. Glastonbury CT 03/2020 06/2022
Usi Advisors, Inc. Glastonbury CT 04/2020 06/2022
Usi Securities Glastonbury CT 01/2021 06/2022
Clearstead Cleveland OH 06/2022 Present
  • 11/2004 → 03/2020
    Chapman & Chapman Advisors Llc
    Twinsburg, OH
  • 10/2004 → 03/2020
    Chapman & Chapman, Inc.
    Twinsburg, OH
  • 04/2016 → 04/2020
    Kestra Financial Services, Inc
    Austin, TX
  • 03/2020 → 06/2022
    Usi Consulting Group, Inc.
    Glastonbury, CT
  • 04/2020 → 06/2022
    Usi Advisors, Inc.
    Glastonbury, CT
  • 01/2021 → 06/2022
    Usi Securities
    Glastonbury, CT
  • 06/2022 → Present
    Clearstead
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-22
  • S63 Uniform Securities Agent State Law Examination
    2005-02-22

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

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