Michael Jonathan Schell
Investment Adviser Representative at Pathway Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Jonathan Schell is an investment adviser representative with Pathway Financial Advisors, LLC in South Burlington, VT, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Sensible Financial Management and Milne Financial Planning, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Vermont.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Milne Financial Planning, Inc.Jan 2018 – Mar 2021St. Johnsbury, VT
- Dempsey Investment ManagementJul 2017 – Dec 2017South Burlington, VT
- Milne Financial Planning, Inc.Dec 2015 – Jun 2017St. Johnsbury, VT
- Sensible Financial Management, LLCApr 2021 – May 2022Colchester, VT
- Pathway Financial Advisors, LLCFeb 2022 – no end date reportedSouth Burlington, VT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pathway Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- First $0-$1,000,0001.00%
- Next $1,000,001-$3,000,0000.85%
- Next $3,000,001-$10,000,0000.75%
- Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- South Burlington, VT
- SEC file number:
- 801-64598
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at Pathway Financial Advisors, LLC
5 other advisors in the directory
Similar advisors in South Burlington, VT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jonathan Schell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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