Zachary Adam Chernus

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 03/2018
  Ubs
  New York, NY
• 04/2018 → 10/2020
  Shenkman Capital
  New York, NY
• 11/2020 → Present
  Karpas Strategies
  New York, NY
• 07/2024 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2023-02-13 → 2024-09-18
  Karpas Strategies Llc
  Greenwich, CT
  Litchfield, CT
  New York, NY

Designations

• Chartered Financial Analyst