# JEFFREY N. MEHLER, CFP LLC

JEFFREY N. MEHLER, CFP LLC of ESSEX, CT is an SEC-registered investment adviser.

## Registration

- CRD: 126681
- Type: SEC-registered investment adviser
- SEC file number: 801-66937
- Location: 147 WESTBROOK ROAD, ESSEX, CT, 06426
- Phone: 860-767-9700
- Latest filing: 2026-03-30
- Regulatory AUM: $416.2M
- Discretionary AUM: $323.9M
- Non-discretionary AUM: $92.3M
- Clients: 9
- Accounts: 1,264

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Peter P Galloway | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Nat Mehler | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MEHLER JEFFREY NAT | MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126681/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126681/similar
- Related entities: https://search.stillhousedata.com/firm/126681/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126681

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.