Peter Galloway is not listed as a control person, but directly owns under 5% of Jeffrey N. Mehler, CFP.
Jeffrey N. Mehler, CFP is an investment adviser based in Essex, CT, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $416 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4830279
- Firm
- Jeffrey N. Mehler, CFP · CRD 126681
- Role
- Chief Compliance Officer
- In role since
- August 2025 · 1 year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Essex, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Galloway work?
Peter Galloway has been Chief Compliance Officer of Jeffrey N. Mehler, CFP LLC since August 2025.
How can I verify Peter Galloway’s record?
Peter Galloway’s role is listed on Jeffrey N. Mehler, CFP LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 126681.