Pathway Financial Advisors, LLC

Investment Advisor
in South Burlington, VT

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About this Advisor

Michael Schell is a certified financial planner based out of South Burlington, Vermont with 1 year of industry experience. Schell is an employee of Pathway Financial Advisors, LLC. Their career trajectory has included roles at Milne Financial Planning, Inc, Dempsey Investment Management, Saint Michael'S College, Sensible Financial Management, LLC and Pathway Financial Advisors, LLC. Schell holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Vermont. Pathway Financial Advisors, LLC is a financial advisory company based in South Burlington, VT. The company has a total of 13 people on staff. It oversees $656 million in assets across its 830 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 830 accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors largely are based on which services are offered. Fees charged by Pathway Financial Advisors, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Market Street
South Burlington, VT 05403

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Pathway Financial Advisors, LLC Brokerage Details

Total Assets Under Management


VT Average: $4,257,716,217
Total Number of Employees


VT Average: 30
Total Number of Accounts


VT Average: 868
Average Account Size


VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Michael Schell Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pathway Financial Advisors, LLC

2021 - Present (3 years)

Sensible Financial Management, LLC

2018 - 2021 (3 years)

Milne Financial Planning, Inc

2017 - 2017 (< 1 year)

Dempsey Investment Management

2015 - 2017 (2 years)

Milne Financial Planning, Inc

2012 - 2016 (4 years)

Saint Michael'S College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Michael Schell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pathway Financial Advisors, LLC

Michael Schell
South Burlington, VT
Mary Williams
South Burlington, VT
Darren Beck
Atlanta, GA
Jonathan Smith
South Burlington, VT
Scott Beaudin
South Burlington, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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