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Matthew Paul Karpas

Sequoia Financial Group, L.L.C.

Akron, OH

Litchfield, CT

CRD 1944507

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Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sequoia Financial Group, L.L.C.

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-09
CT RA APPROVED 2024-07-19
  • FL RA
    APPROVED
    Since 2025-01-09
  • CT RA
    APPROVED
    Since 2024-07-19

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

33 West Street, Rear, Litchfield, CT 06759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Karpas Strategies, Llc New York NY 01/1994 09/2024
Sequoia Financial Group, Llc Akron OH 07/2024 Present
Previous Registrations
  • 2006-05-25 → 2024-09-18
    Karpas Strategies Llc
    New York, NY
    Litchfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-06
  • S65 Uniform Investment Adviser Law Examination
    1995-06-06

View on SEC IAPD

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MATTHEW BURKE PRICE

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH

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