Derek Lyon has been an investment adviser representative at Jeffrey N. Mehler, CFP since September 2026, and is not listed among the firm’s executive officers or direct owners.
Jeffrey N. Mehler, CFP LLC is an Essex, CT firm with $416M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.
- Jeffrey N. Mehler, CFP LLCCurrent– present · under a yearEssex, CT · Adviser representative · Firm CRD 126681
Investment adviser representative registrations
Derek Lyon is registered as an investment adviser representative in Connecticut, since September 2026.
- ConnecticutSince 16 September 2026
Examinations
No examinations are on Derek Lyon’s record.
- CRD
- 8339447
- Firm
- Jeffrey N. Mehler, CFP · CRD 126681
- Office
- 147 WESTBROOK ROAD, Essex, CT 06426
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Derek Lyon work?
Derek Lyon is an investment adviser representative registered through Jeffrey N. Mehler, CFP LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Derek Lyon a financial advisor?
Yes. Derek Lyon has a current investment-adviser registration in Connecticut, through Jeffrey N. Mehler, CFP since September 2026.
How many years of experience does Derek Lyon have?
Derek Lyon has 0 years in the financial industry, since September 2026, across 1 adviser firm.
Where is Derek Lyon based?
Derek Lyon’s registered office is in Essex, CT.
Is Derek Lyon registered with FINRA?
No. Derek Lyon has no current broker registration.
How can I verify Derek Lyon’s record?
Search CRD 8339447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Lyon’s full registration record.