Matthew J. Kolenich

CLEARSTEAD; HARTLAND & CO.; CLEARSTEAD ADVISORY SOLUTIONS

Cleveland, OH 44114

Some features on this profile are disabled

CRD#: 4503034

Professional summary

Matthew Joel Kolenich, AIF® is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Cleveland, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Joel Kolenich'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 20, 2023 - Present

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Office #1: 1100 Superior Ave East Suite 700, Cleveland, OH 44114

RIA

CRD#: 105674

Cleveland, OH

Past

January 28, 2021 - December 21, 2021

USI SECURITIES, INC.

CRD#: 43793

GLASTONBURY, CT

Past

April 30, 2020 - June 21, 2022

USI ADVISORS

RIA

CRD#: 108113

Cleveland, OH

Past

April 20, 2016 - May 4, 2020

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

TWINSBURG, OH

Past

December 19, 2005 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

TWINSBURG, OH

Past

December 16, 2005 - May 4, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

TWINSBURG, OH

Past

January 7, 2005 - March 22, 2006

CHAPMAN & CHAPMAN ADVISORS LLC

RIA

CRD#: 122655

TWINSBURG, OH

Past

November 8, 2004 - December 15, 2005

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

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".

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 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

Ohio
(1/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/22/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/5/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

CRD#: 105674 / SEC#: 801-33554

RIA

Registered Investment Advisory firm - (12/29/1988 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1100 Superior Ave East Suite 700, Cleveland, OH 44114

Mailing Address

Phone number

(216) 621-1090

Established

Firm type

Fiscal year end

# of Employees

223

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEARSTEAD FORM ADV PART 2A - PRIVATE CLIENT - 3-21-2025 (3/21/2025)

ADV PART 2A - CLEARSTEAD ADVISORY SOLUTIONS, A DIVISION OF CLEARSTEAD ADVISORS LLC - 3-21-2025 (3/21/2025)

CLEARSTEAD FORM ADV PART 2A - INSTITUTIONAL CLIENT - 3-21-2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	12,144
AUM (Assets Under Management)	$ 24,294,182,322

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/19/2025	Cover Page	Report
11/27/2024	Cover Page	Report
01/10/2024	Cover Page	Report

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.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

James Magyari

COMMONWEALTH FINANCIAL NETWORK

IAR

Solon, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Kolenich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joel Kolenich's CRS (Customer Relationship Summary).

Certified licenses

Experience

USI SECURITIES, INC.

USI ADVISORS

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CHAPMAN & CHAPMAN ADVISORS LLC

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

State Registrations and Notice Filings

Exams

Series 63

Date: 2/22/2005

SIE

Date: 10/1/2018

Series 6

Date: 11/5/2004

Current Firm

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

TRUST BUT VERIFY

Similar Advisors