RIA Intelligence

JEFFREY N. MEHLER, CFP LLC

CRD #126681 SEC #801-66937 ESSEX, CT 860-767-9700
SEC Registered
Total AUM
$391.3M
Discretionary
$301.5M
Employees
8
Clients
101
Accounts
1,312

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GALLOWAY, PETER, PICHIEF COMPLIANCE OFFICERNA Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBER/CHIEF COMPLIANCE OFFICERE Control
MEHLER, JEFFREY, NATIMEMBERE Control

Registrations

Federal

IA
Aug 29, 2025 REGISTERED

Notice Filings (4)

CT MA NJ NY

Address

147 WESTBROOK ROAD
ESSEX, CT 06426
United States
Phone: 860-767-9700