Karpas Strategies LLC

Karpas Strategies LLC (CRD# 108139) is a financial advisory firm headquartered in Litchfield, CT. They manage $401,221,529 in 186 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $2,157,105
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NE, NJ, NY

Financial Advisors at Karpas Strategies LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew P. Karpas
CRD#: 1944507
33 West Street, Rear, P.o. Box 235, Litchfield, CT 06759

Matthew Karpas (CRD# 1944507) is an Investment Advisor Representative working at Karpas Strategies LLC in Litchfield, CT and has over 28 years of experience in the finance industry.

2
Zachary A. Chernus
CRD#: 6339482
Greenwich, CT

Zachary Chernus (CRD# 6339482) is an Investment Advisor Representative working at Karpas Strategies LLC in Greenwich, CT and has 1 year of experience in the finance industry.

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