Paul
Cheransky
Jeffrey N. Mehler, CFP® LLC
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About this Advisor
Paul Cheransky is a certified financial planner working in Essex, Connecticut. Cheransky works at Jeffrey N. Mehler, CFP® LLC. The advisor has gained experience at Sax Wealth Advisors, LLC, Jeffrey N. Mehler, CFP® LLC, Silvercrest Asset Management Group LLC and Jamison, Eaton & Wood. Cheransky holds a Series 63 license, which qualifies them as a securities representative, and can work in Connecticut. Jeffrey N. Mehler, CFP® LLC is an advisory business operating out of Essex, CT. It oversees $295 million in total assets among its 1,300 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,300 accounts, 70% are held by high-net-worth individuals who have at least $1 million in assets. Jeffrey N. Mehler, CFP® LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on the financial services offered. However, fees charged by Jeffrey N. Mehler, CFP® LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jeffrey N. Mehler, CFP® LLC Brokerage Details
$295,295,477
6
1,300
$227,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Paul Cheransky Work History
Paul has been registered as a financial advisor for 0 years.*
Jeffrey N. Mehler, CFP® LLC
Sax Wealth Advisors, LLC
Silvercrest Asset Management Group LLC
Jamison, Eaton & Wood
*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.
Disclosures
Please visit the SEC profile of Paul Cheransky 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 Jeffrey N. Mehler, CFP® LLC
Leeds, MA
Essex, CT
Essex, 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 profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
