Paul Cheransky
Panorama Financial · Fair Lawn, New Jersey
Paul Cheransky is a fee-only financial advisor at Panorama Financial in Fair Lawn, New Jersey, who holds the CFP credential. Panorama Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Paul →
Facts
| Firm | Panorama Financial |
|---|---|
| Based in | Fair Lawn, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $18.4M across 74 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 2529766 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Paul's firm compares
- Panorama Financial's average account is about $249,000, from its Form ADV (assets managed divided by 74 accounts).
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
Is Paul Cheransky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Panorama Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Panorama Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Cheransky based?
Paul Cheransky is based in Fair Lawn, New Jersey.
What credentials does Paul Cheransky hold?
Paul Cheransky holds the CFP credential.
Is Paul Cheransky registered with the SEC?
Yes. Paul Cheransky is registered as an investment adviser representative in NJ and NY (CRD 2529766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Panorama Financial manage?
Panorama Financial reports $18.4M across 74 accounts in assets under management.
How do I contact Paul Cheransky?
Contact details aren't on file yet. Search for Panorama Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fair Lawn
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.