Mitchel Schlesinger
Investment adviser representative at Evermay Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Evermay Wealth Management, LLCApr 2021 to now
- Wells Fargo Bank NAJan 2018 to Apr 2021
- Stone Bridge Investment Partners LLCAug 2016 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2786730
- Firm CRD
- 149230