Paul
Cheransky

Jeffrey N. Mehler, CFP® LLC

CRD#2529766
Investment Advisor
in Essex, CT

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

147 Westbrook Road
Essex, CT 06426

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Jeffrey N. Mehler, CFP® LLC Brokerage Details

Total Assets Under Management

$295,295,477

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

6

CT Average: 35
Total Number of Accounts

1,300

CT Average: 690
Average Account Size

$227,150

CT Average: $7,677,358

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.*

2023 - Present (1 year)

Jeffrey N. Mehler, CFP® LLC

2018 - 2023 (5 years)

Sax Wealth Advisors, LLC

2015 - 2018 (3 years)

Silvercrest Asset Management Group LLC

2008 - 2015 (7 years)

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

John Perkins
Leeds, MA
Paul Cheransky
Essex, CT
Jeffrey Mehler
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.

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