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Mitchel Schlesinger

Evermay Wealth Management, LLC

Arlington, VA

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Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-30
VA RA APPROVED 2021-04-19
  • TX RA
    APPROVED
    Since 2023-10-30
  • VA RA
    APPROVED
    Since 2021-04-19

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisers, Llc Bethesda MD 05/2015 09/2016
Stone Bridge Investment Partners Llc Ashburn VA 08/2016 01/2018
Wells Fargo Bank Na Winston Salem NC 01/2018 04/2021
Evermay Wealth Management, Llc Arlington VA 04/2021 Present
  • 05/2015 → 09/2016
    United Capital Financial Advisers, Llc
    Bethesda, MD
  • 08/2016 → 01/2018
    Stone Bridge Investment Partners Llc
    Ashburn, VA
  • 01/2018 → 04/2021
    Wells Fargo Bank Na
    Winston Salem, NC
  • 04/2021 → Present
    Evermay Wealth Management, Llc
    Arlington, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-10
S63 Uniform Securities Agent State Law Examination 1996-09-12
  • S65 Uniform Investment Adviser Law Examination
    1996-10-10
  • S63 Uniform Securities Agent State Law Examination
    1996-09-12
Designations
Other Names
  • Mitchel Brian Schlesinger

View on SEC IAPD

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CORETEGIC CAPITAL, LLC
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Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

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