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Mitchel Schlesinger

Evermay Wealth Management, LLC

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About Mitchel Schlesinger

Mitchel Schlesinger is a financial advisor registered with Evermay Wealth Management, LLC. Mitchel has been in the industry for over 25 years. Mitchel Schlesinger is a Chartered Financial Analyst and has been working with Evermay Wealth Management since 2021. They are also registered with the state of Texas. Mitchel Schlesinger is a specialist in retirement planning and has a focus on providing financial planning services to individuals, corporations, and charitable organizations.

Firm Information

Mitchel Schlesinger is currently registered with Evermay Wealth Management, LLC. Evermay Wealth Management, LLC is an investment advisor based in Arlington, VA. They offer a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $1,062,573,454 in assets, primarily for high-net-worth individuals, corporations, and charitable organizations. They have 15 investment advisor representatives and 12 investment advisory functions, serving a total of 1,695 accounts.
Evermay Wealth Management, LLC

1776 WILSON BOULEVARD

ARLINGTON, VA 22209

$1.06B

Assets Under Management

Not reported

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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Mitchel Schlesinger’s Registration & Firm History

VA

04/19/2021 - Present

Evermay Wealth Management, LLC (ARLINGTON VA)

DC

10/12/2000 - 02/11/2002

RIGGS INVESTMENT CORP. (WASHINGTON DC)

NY

08/30/1996 - 09/06/2000

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1996

Series 3 - National Commodity Futures Examination

BC

Issued 08/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchel Schlesinger.
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