Matthew Joel Kolenich
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
22 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
Are you Matthew Joel Kolenich? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Clearstead; Clearstead Advisory SolutionsJan 2023 to now
- ClearsteadJun 2022 to now
- Usi SecuritiesJan 2021 to Jun 2022
- Usi Advisors, Inc.Apr 2020 to Jun 2022
- Usi Consulting Group, Inc.Mar 2020 to Jun 2022
- Kestra Financial Services, IncApr 2016 to Apr 2020
- Chapman & Chapman Advisors LLCNov 2004 to Mar 2020
- Chapman & Chapman, Inc.Oct 2004 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4503034
- Firm CRD
- 105674