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RIA / WealthAdvisorCertified Financial Planner30 years in industry

PAUL CHERANSKY

Advisor at PANORAMA FINANCIAL LLC

Fair Lawn, NJ

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Search this name across graphsid dfx:ria:744678fc-c51f-ab96-ced3-6b427e02e8a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 5, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PANORAMA FINANCIAL LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 22, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 22, 1996
First registration: Oct 5, 2015
Dual registered: no
Other names: PAVEL CHERASHANSKY|PAVEL CHERASHANSKY
IAPD individual key: 2529766

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PANORAMA FINANCIAL LLC	State registered	Nov 19, 2024	n/a	yes	Fair Lawn, NJ	Current employment
JEFFREY N. MEHLER, CFP LLC	Independent wealth	Apr 12, 2023	May 26, 2026	no	Essex, CT	Previous registration
SAX WEALTH ADVISORS, LLC	Independent wealth	Jan 8, 2019	Mar 24, 2023	no	PARSIPPANY, NJ	Previous registration
SILVERCREST ASSET MANAGEMENT GROUP LLC	Independent wealth	Oct 5, 2015	Dec 21, 2018	no	BEDMINSTER, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JEFFREY N. MEHLER, CFP LLC	PANORAMA FINANCIAL LLC	May 26, 2026	Nov 19, 2024	-553	Firm change after gap	RIA to state RIA
SAX WEALTH ADVISORS, LLC	JEFFREY N. MEHLER, CFP LLC	Mar 24, 2023	Apr 12, 2023	19	Firm change	RIA to RIA
SILVERCREST ASSET MANAGEMENT GROUP LLC	SAX WEALTH ADVISORS, LLC	Dec 21, 2018	Jan 8, 2019	18	Firm change	RIA to RIA

Relationships

Registered with (4)

→ PANORAMA FINANCIAL LLCRegistered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ JEFFREY N. MEHLER, CFP LLCRegistered adviserregistration: previous registration
Apr 12, 2023 to May 26, 2026factForm ADV
→ SAX WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Mar 24, 2023factForm ADV
→ SILVERCREST ASSET MANAGEMENT GROUP LLCRegistered adviserregistration: previous registration
Oct 5, 2015 to Dec 21, 2018factForm ADV

Dated events

Occurred
May 26, 2026
Advisor changed firm
Paul Cheransky left Jeffrey N. Mehler, Cfp Llc for Panorama Financial Llc (registered 2024-11-19)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2023
Advisor changed firm
Paul Cheransky left Sax Wealth Advisors, Llc for Jeffrey N. Mehler, Cfp Llc (registered 2023-04-12)
Form ADVobserved 5 days ago