Jeffrey N. Mehler, Cfp LLC
● SEC registered since 2006CRD 126681SEC# 801-66937Essex, CT
Reg. AUM
$416.2M
Employees
9
Accounts
1,264
Location
Essex, CT
Jeffrey N. Mehler, Cfp LLC assets under management
Jeffrey N. Mehler, Cfp LLC is an investment advisory firm registered with the SEC based in Essex, CT. The firm has been registered since 2006. It reports $416.2 million in regulatory assets under management and employs 9 people.
Jeffrey N. Mehler, Cfp LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Nat Mehler Control | Member | Over 75% | 2005 |
| Peter P Galloway | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Jeffrey N. Mehler, Cfp LLC manage?
Jeffrey N. Mehler, Cfp LLC reports $416.2 million in regulatory assets under management on its Form ADV.
How many employees does Jeffrey N. Mehler, Cfp LLC have?
Jeffrey N. Mehler, Cfp LLC reports 9 employees.
Where is Jeffrey N. Mehler, Cfp LLC located?
Jeffrey N. Mehler, Cfp LLC is based in Essex, CT and has been SEC-registered since 2006.
Does Jeffrey N. Mehler, Cfp LLC disclose fund performance?
Jeffrey N. Mehler, Cfp LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 147 Westbrook Road, Essex, CT 06426 |
| Phone | 860-767-9700 |
| Fax | 860-767-9701 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$416.2M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$416.2Mregulatory AUM
Discretionary $323.9MNon-discretionary $92.3M