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Matthew J. Celenza

AMERICANA PARTNERS
Beverly Hills, CA 90210
Some features on this profile are disabled
CRD#: 2084613
MC

Professional summary

Matthew Joseph Celenza, who also goes by Matthew J Celenza, is a registered financial advisor currently at AMERICANA PARTNERS, LLC located in Beverly Hills, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew J Celenza

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Celenza's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 11, 2025 - Present

AMERICANA PARTNERS, LLC

Office #1: 9355 Wilshire Boulevard Suite 200, Beverly Hills, CA 90210
RIA
CRD#: 301354
Beverly Hills, CA
Past

September 7, 2023 - August 14, 2024

BOULEVARD FAMILY WEALTH SERVICES, LLC

RIA
CRD#: 327643
BEVERLY HILLS, CA
Past

February 10, 2021 - December 6, 2024

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Beverly Hills, CA
Past

March 21, 2019 - December 10, 2020

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

July 10, 2017 - May 22, 2025

BOULEVARD FAMILY WEALTH

RIA
CRD#: 285229
Los Angeles, CA
Past

July 6, 2012 - July 11, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BEVERLY HILLS, CA
Past

July 6, 2012 - July 11, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BEVERLY HILLS, CA
Past

March 20, 2012 - July 19, 2012

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
LOS ANGELES, CA
Past

March 20, 2012 - July 19, 2012

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
LOS ANGELES, CA
Past

June 1, 2009 - March 28, 2012

MORGAN STANLEY

RIA
CRD#: 149777
BEVERLY HILLS, CA
Past

June 1, 2009 - March 28, 2012

MORGAN STANLEY

BD
CRD#: 149777
BEVERLY HILLS, CA
Past

August 31, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BEVERLY HILLS, CA
Past

July 27, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BEVERLY HILLS, CA
Past

April 25, 1998 - August 3, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 20, 1997 - April 24, 1998

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

January 7, 1997 - May 21, 1997

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

October 11, 1995 - January 13, 1997

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
AMERICANA PARTNERS, LLC
AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA
Registered Investment Advisory firm - (4/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/11/2025)
IAR
Texas
(6/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 7/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/10/1995
General Securities Representative Examination

Current Firm

AP
AMERICANA PARTNERS, LLC
AMERICANA PARTNERS INTERNATIONAL, LLC | NRG ADVISORS, LLC | AMERICANA PARTNERS, LLC

CRD#: 301354 / SEC#: 801-115018

RIA
Registered Investment Advisory firm - (4/17/2019 Approved)
PREMIUM
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Contact information

Main Address
811 Louisiana Street Suite 2420, Houston, TX 77002
Mailing Address
Phone number
(713) 429-5552
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AMERICANA PARTNERS, LLC (6/18/2025)

Regulatory assets under management

Total Number of Accounts5,931
AUM (Assets Under Management)$ 6,082,612,320

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICANA PARTNERS, LLC

CRD#: 301354Beverly Hills, CA 90210

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