Matthew Celenza
Matthew Celenza is a registered investment advisor at Americana Partners, LLC, based in Beverly Hills, CA, with 30 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,818 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fees vary up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
9355 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90210
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1997Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Boulevard Family Wealth Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
The Leaders Group, INC.Broker
Boulevard Family Wealth
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
The Boston GroupBroker
The Boston GroupBroker
Joseph Charles & Assoc., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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