Mitchel Schlesinger (CRD# 2786730) is an Investment Advisor Representative working at Evermay Wealth Management, LLC in Arlington, VA and has over 27 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evermay Wealth Management, LLC | Arlington, VA | Apr 2021 - Current | 3 |
| Wells Fargo Bank Na | Winston Salem, NC | Jan 2018 - Apr 2021 | 3 |
| Stone Bridge Investment Partners LLC | Ashburn, VA | Aug 2016 - Jan 2018 | 1 |
| United Capital Financial Advisers, LLC | Bethesda, MD | May 2015 - Sep 2016 | 1 |
| Fulton Breakefield Broenniman, LLC | Bethesda, MD | Feb 2002 - Mar 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- TX
- VA
-
Total Assets Under Management1,063MILLIONS
-
Total Number of Accounts1,695ACCOUNTS
-
Average Account Value$626,887
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, WA, WV
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