Matthew Brice Kenaston

Current Employers

Employment History

• 01/2009 → 10/2024
  Blue Oak Capital, Llc
  Menlo Park, CA
• 10/2024 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2009-08-24 → 2024-11-05
  Blue Oak Capital Llc
  Palo Alto, CA
• 2005-04-26 → 2006-07-11
  Ladenburg Thalmann Asset Management Inc
  Palo Alto, CA
• 2003-02-12 → 2005-05-04
  Wells Fargo Investments, Llc
  Palo Alto, CA
• 2001-11-15 → 2002-11-29
  Morgan Stanley Dw Inc.
  San Mateo, CA

Other Businesses

BUSINESS: OPTO INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: 335 MADISON AVENUE, NEW YORK, NY 10017; NATURE OF BUSINESS: FINTECH PLATFORM FOR TRADITIONAL ALTERNATIVES; POSITION: ADVISOR; START DATE: 2023; HOURS: 1 PER MONTH DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-04
• S63 Uniform Securities Agent State Law Examination
  1998-05-20

Designations

Other Names

• Matthew Brice Kenaston