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Michael Jonathan Schell

Pathway Financial Advisors, LLC

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About Michael Jonathan Schell

Michael Schell is a Certified Financial Planner™ with over five years of experience in the financial services industry. Michael is an Investment Adviser Representative with Pathway Financial Advisors, LLC in South Burlington, VT. Michael's focus is on helping individuals and businesses achieve their financial goals. Michael has worked with clients of all ages and backgrounds. Michael has a strong understanding of the financial markets and a commitment to providing personalized financial advice.

Firm Information

Michael Schell is currently registered with Pathway Financial Advisors, LLC. Pathway Financial Advisors, LLC is an investment advisor headquartered in SOUTH BURLINGTON, VT. They manage $782,973,506 in assets for 912 accounts. The firm primarily serves high-net-worth individuals, with a focus on providing financial planning and portfolio management services. They also offer consulting services on matters not involving securities and portfolio management for businesses. They are registered with the SEC and have an SEC number of 801-64598.
Pathway Financial Advisors, LLC

2 MARKET STREET

SOUTH BURLINGTON, VT 05403

$782.97M

Assets Under Management

20

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services on matters not involving securities

Consulting services on matters not involving securities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schell’s Registration & Firm History

VT

02/18/2022 - Present

Pathway Financial Advisors, LLC (SOUTH BURLINGTON VT)

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Licenses & Designations

IA

Issued 11/27/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jonathan Schell.
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