Michael Jonathan Schell

Employer firm

Pathway Financial Advisors, LLC CRD 124801

$1.65B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES

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

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

Current Employers

Employment History

• 01/2018 → 03/2021
  Milne Financial Planning, Inc.
  St. Johnsbury, VT
• 07/2017 → 12/2017
  Dempsey Investment Management
  South Burlington, VT
• 12/2015 → 06/2017
  Milne Financial Planning, Inc.
  St. Johnsbury, VT
• 04/2021 → 05/2022
  Sensible Financial Management, Llc
  Colchester, VT
• 02/2022 → Present
  Pathway Financial Advisors, Llc
  South Burlington, VT

Previous Registrations

• 2021-09-03 → 2022-05-16
  Sensible Financial Management
  Colchester, VT
• 2018-04-23 → 2021-04-05
  Milne Financial Planning, Inc.
  Saint Johnsbury, VT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-27

Designations

• Certified Financial Planner

Other Names

• Michael Schell