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Matthew Paul Karpas

KARPAS STRATEGIES LLC·LITCHFIELD, Connecticut
Series 2, Series 65Clean record20 years registeredKARPAS STRATEGIES LLC
33 WEST STREET, REAR, LITCHFIELD, CT 06759CRD# 1944507Firm CRD# 108139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Karpas · LITCHFIELD, CT
Registration
CRD #1944507 · KARPAS STRATEGIES LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Jul 2024 – present
KARPAS STRATEGIES LLC
May 2006 – Sep 2024
LITCHFIELD, CT
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 25, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KARPAS STRATEGIES LLC
CRD 108139 · SEC 801-57019
AUM
$401M
Regulatory assets under management
Employees
2
186 client accounts
Services offered by KARPAS STRATEGIES LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KARPAS STRATEGIES LLC →
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05

Frequently Asked Questions

What services does Matthew Paul Karpas offer?
Matthew Paul Karpas specializes in Investment Management. Contact their office in LITCHFIELD, Connecticut for a consultation.
What are Matthew Paul Karpas's credentials?
Matthew Paul Karpas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Karpas located?
Matthew Paul Karpas is based in LITCHFIELD, Connecticut, working with KARPAS STRATEGIES LLC. Their office serves clients in the LITCHFIELD metropolitan area and surrounding communities.
How does Matthew Paul Karpas charge for services?
Matthew Paul Karpas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARPAS STRATEGIES LLC?
KARPAS STRATEGIES LLC has approximately 2 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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