Karpas Strategies LLC

Investment Advisor
in Litchfield, CT

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About this Advisor

Zachary Chernus is a chartered financial analyst who works out of Litchfield, Connecticut. Chernus is an employee of Karpas Strategies LLC. Their career trajectory has included roles at University Of Michigan, Ubs, Shenkman Capital and Karpas Strategies. Chernus is approved to serve investors in New York. Karpas Strategies LLC is a registered investment business that has its headquarters in Litchfield, CT. The investment advisory business has just two advisors. It handles $383 million in assets under management across its 186 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 186 client accounts, 91% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Karpas Strategies LLC may include asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

33 West Street, Rear
Litchfield, CT 06759

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Karpas Strategies LLC Brokerage Details

Total Assets Under Management


CT Average: $5,297,377,271
Total Number of Employees


CT Average: 35
Total Number of Accounts


CT Average: 690
Average Account Size


CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Zachary Chernus Work History

Zachary has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Karpas Strategies

2018 - 2020 (2 years)

Shenkman Capital

2014 - 2018 (4 years)


2010 - 2014 (4 years)

University Of Michigan

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Zachary Chernus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Karpas Strategies LLC

Zachary Chernus
Litchfield, CT
Matthew Karpas
Litchfield, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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