Paul
Cheransky
Jeffrey N. Mehler, CFP® LLC
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About this Advisor
Paul Cheransky is a financial advisor based in Essex, Connecticut, working with Jeffrey N. Mehler, CFP® LLC. Paul has previously held positions at Jeffrey N. Mehler, CFP® LLC, Jamison, Eaton & Wood, Silvercrest Asset Management Group LLC, and Sax Wealth Advisors, LLC. Paul has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Paul is part of Jeffrey N. Mehler, CFP® LLC, which operates out of Essex, Connecticut. The firm has 8 employees and manages assets totaling $323.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Jeffrey N. Mehler, CFP® LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Jeffrey N. Mehler, CFP® LLC Brokerage Details
$323,206,611
8
1,334
$242,284
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
Jeffrey N. Mehler, CFP® LLC
Sax Wealth Advisors, LLC
Silvercrest Asset Management Group LLC
Jamison, Eaton & Wood
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 6/19/2024. 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.
