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Paul Cheransky

Paul Cheransky

JEFFREY N. MEHLER, CFP
Essex, CT 06426
Some features on this profile are disabled
CRD#: 2529766
Paul Cheransky

Professional summary

Paul Cheransky, CFP®, who also goes by Pavel Cherashansky, is a registered financial advisor currently at JEFFREY N. MEHLER, CFP LLC located in Essex, Connecticut and PANORAMA FINANCIAL LLC located in Fair Lawn, New Jersey.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pavel Cherashansky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Cheransky's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

April 12, 2023 - Present

JEFFREY N. MEHLER, CFP LLC

Office #1: 147 Westbrook Road, Essex, CT 06426
RIA
CRD#: 126681
Essex, CT
Current

November 19, 2024 - Present

PANORAMA FINANCIAL LLC

Office #1: 16-03 Jordan Road, Fair Lawn, NJ 07410-5243
RIA
CRD#: 332276
Fair Lawn, NJ
Past

January 8, 2019 - March 24, 2023

SAX WEALTH ADVISORS, LLC

RIA
CRD#: 119193
PARSIPPANY, NJ
Past

October 5, 2015 - December 21, 2018

SILVERCREST ASSET MANAGEMENT GROUP LLC

RIA
CRD#: 118333
BEDMINSTER, NJ
Past

June 19, 1996 - December 16, 1996

PETER R. MACK & CO., INC.

BD
CRD#: 18275
WESTON, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JN
JEFFREY N. MEHLER, CFP LLC
JEFFREY N. MEHLER, CFP | JEFFREY N.MEHLER, CFP | JEFFREY N. MEHLER, CFP LLC

CRD#: 126681 / SEC#: 801-66937

RIA
Registered Investment Advisory firm - (6/30/2006 Approved)
Connecticut
Registered Investment Advisory firm - (8/15/2006 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(4/12/2023)
IAR
New Jersey
(11/19/2024)
IAR
New York
(3/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/22/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/1996
General Securities Representative Examination

Current Firm

JN
JEFFREY N. MEHLER, CFP LLC
JEFFREY N. MEHLER, CFP | JEFFREY N.MEHLER, CFP | JEFFREY N. MEHLER, CFP LLC

CRD#: 126681 / SEC#: 801-66937

RIA
Registered Investment Advisory firm - (6/30/2006 Approved)
Connecticut
Registered Investment Advisory firm - (8/15/2006 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
147 Westbrook Road, Essex, CT 06426
Mailing Address
Phone number
(860) 767-9700
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JNM ADV PART 2A (AUGUST 29, 2025) (8/29/2025)

Regulatory assets under management

Total Number of Accounts1,312
AUM (Assets Under Management)$ 391,334,751

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/13/2025
Cover Page
Report
10/21/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JEFFREY N. MEHLER, CFP LLC

CRD#: 126681Essex, CT 06426

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