Matthew Paul Karpas
Investment adviser representative at Sequoia Financial Group, L.L.C.
32 yearsExperience
2 statesRegistered in
$32.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Sequoia Financial Group, L.L.C.Jul 2024 to now
- Karpas Strategies, LLCJan 1994 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1944507
- Firm CRD
- 117756