Michael Jonathan Schell
Investment adviser representative at Pathway Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pathway Financial Advisors, LLCFeb 2022 to now
- Sensible Financial Management, LLCApr 2021 to May 2022
- Milne Financial Planning, Inc.Jan 2018 to Mar 2021
- Dempsey Investment ManagementJul 2017 to Dec 2017
- Milne Financial Planning, Inc.Dec 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VT).
Pathway Financial Advisors, LLC
$1.6BAssets managed
253Clients
6Advisers
21 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
- 6941207
- Firm CRD
- 124801