Emily Wood has been an investment adviser representative at Jeffrey N. Mehler, CFP since September 2025, 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.
Emily Wood’s longest registration was 7 years at Connecticut Wealth Management, LLC (2018–2025). Before joining Jeffrey N. Mehler, CFP in 2025, Emily Wood was registered through Connecticut Wealth Management, LLC and Asset Strategies, Inc.
- Jeffrey N. Mehler, CFP LLCCurrent– present · 1 yearEssex, CT · Adviser representative · Firm CRD 126681
- Connecticut Wealth Management, LLC– · 7 yearsFarmington, CT · Adviser representative · Firm CRD 154310
- Asset Strategies, Inc.– · 2 yearsAvon, CT · Adviser representative · Firm CRD 119661
Investment adviser representative registrations
Emily Wood is registered as an investment adviser representative in Connecticut, since September 2025.
- ConnecticutSince 24 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2016 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 5 October 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Emily Rebekah Wood
- CRD
- 6012530
- Firm
- Jeffrey N. Mehler, CFP · CRD 126681
- Office
- 147 WESTBROOK ROAD, Essex, CT 06426
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Emily Wood work?
Emily Wood is an investment adviser representative registered through Jeffrey N. Mehler, CFP LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Emily Wood a financial advisor?
Yes. Emily Wood has a current investment-adviser registration in Connecticut, through Jeffrey N. Mehler, CFP since September 2025.
How many years of experience does Emily Wood have?
Emily Wood has 10 years in the financial industry, since July 2016, across 3 adviser firms.
What exams has Emily Wood passed?
Emily Wood has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2015. FINRA credited Emily Wood with the SIE, which began in October 2018.
Where did Emily Wood work before Jeffrey N. Mehler, CFP?
Before Jeffrey N. Mehler, CFP, Emily Wood was registered through Connecticut Wealth Management, LLC, May 2018 to May 2025; Asset Strategies, Inc., January 2016 to March 2018.
Where is Emily Wood based?
Emily Wood’s registered office is in Essex, CT.
Is Emily Wood registered with FINRA?
No. Emily Wood has no current broker registration.
How can I verify Emily Wood’s record?
Search CRD 6012530 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Wood’s full registration record.