DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matthew Joel Kolenich
Feed of 09/14/2026
At current firm
3 y
since Jan 20, 2023
In the industry
21 y
since Oct 1, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Clearstead; Clearstead Advisory Solutions independent RIA currentsince Jan 20, 2023 · Cleveland, Oh
- Usi Advisors institutionalApr 30, 2020 to Jun 21, 2022 · Cleveland, Oh
- Kestra Advisory Services, LLC BD affiliatedApr 20, 2016 to May 4, 2020 · Twinsburg, Oh
- Nfp Advisor Services, LLC formerDec 19, 2005 to Sep 22, 2016 · Twinsburg, Oh
- Chapman & Chapman Advisors LLC independent RIAJan 7, 2005 to Mar 22, 2006 · Twinsburg, Oh
Moves
a registration end followed by a registration begin elsewhere
- Usi Advisors to Clearstead; Clearstead Advisory Solutionsleft Jun 21, 2022, registered Jan 20, 2023 (213 days) · Other
- Kestra Advisory Services, LLC to Usi Advisorsleft May 4, 2020, registered Apr 30, 2020 (-4 days) · Other
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- Chapman & Chapman Advisors LLC to Nfp Advisor Services, LLCleft Mar 22, 2006, registered Dec 19, 2005 (-93 days) · Other
Signals
- Matthew Joel Kolenich left Usi Advisors for Clearstead; Clearstead Advisory Solutions (registered 2023-01-20)Jun 21, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address