Paul Cheransky

PANORAMA FINANCIAL

Fair Lawn, NJ 07410-5243

CRD#: 2529766

Some features on this profile are disabled

Professional summary

Paul Cheransky, CFP®, who also goes by Pavel Cherashansky, is a registered financial advisor currently at 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).

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

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

April 12, 2023 - May 26, 2026

JEFFREY N. MEHLER, CFP LLC

RIA

CRD#: 126681

Essex, CT

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.

CRD#: 18275

WESTON, CT

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

New Jersey
(11/19/2024)

IAR

New York
(3/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/22/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1996

General Securities Representative Examination

Current Firm

PANORAMA FINANCIAL LLC

CHERANSKY, PAUL | PANORAMA FINANCIAL LLC

CRD#: 332276 / SEC#:

New Jersey

Registered Investment Advisory firm - (11/19/2024 Approved)

New York

Registered Investment Advisory firm - (3/7/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

Fair Lawn, NJ

Mailing Address

Phone number

(646) 245-7747

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 7,625,786

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.

Similar Advisors

Elizabeth Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

Summit, NJ

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Florham Park, NJ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul Cheransky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PANORAMA FINANCIAL LLC

JEFFREY N. MEHLER, CFP LLC

SAX WEALTH ADVISORS, LLC

SILVERCREST ASSET MANAGEMENT GROUP LLC

PETER R. MACK & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/22/1996

Series 7

Date: 6/18/1996

Current Firm

PANORAMA FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PANORAMA FINANCIAL LLC

TRUST BUT VERIFY

Similar Advisors