Michael
Schell

Pathway Financial Advisors, LLC

CRD#6941207
Investment Advisor
in South Burlington, VT

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About this Advisor

Michael Schell is a financial advisor based in South Burlington, Vermont, working with Pathway Financial Advisors, LLC. Michael has previously held positions at Milne Financial Planning, Inc, Dempsey Investment Management, Saint Michael's College, Sensible Financial Management, LLC, and Pathway Financial Advisors, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Vermont. Currently, Michael is part of Pathway Financial Advisors, LLC, which operates out of South Burlington, Vermont. The firm has 1 office and 11 employees. The firm manages assets totaling $783.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Pathway Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

$782,973,506

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

11

VT Average: 30
Total Number of Accounts

912

VT Average: 868
Average Account Size

$858,524

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

2022 - Present (2 years)

Pathway Financial Advisors, LLC

2021 - 2022 (1 year)

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

Disclosures

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 6/19/2024. 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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