Mitchel Schlesinger

Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2017-04-25 → 2018-01-26
  Stone Bridge Investment Partners Llc
  Mclean, VA
  Mclean, VA
• 2015-05-26 → 2016-09-06
  United Capital Financial Advisors
  Bethesda, MD
• 2002-02-22 → 2015-03-30
  Fbb Capital Partners
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-10
• S63 Uniform Securities Agent State Law Examination
  1996-09-12

Designations

• Chartered Financial Analyst

Other Names

• Mitchel Brian Schlesinger