Mitchel Schlesinger

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA 22203

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CRD#: 2786730

Professional summary

Mitchel Schlesinger, who also goes by Mitchel Brian Schlesinger, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Mitchel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mitchel has worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchel Brian Schlesinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Schlesinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 19, 2021 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

ARLINGTON, VA

Past

April 25, 2017 - January 26, 2018

STONE BRIDGE INVESTMENT PARTNERS LLC

RIA

CRD#: 288149

MCLEAN, VA

Past

May 26, 2015 - September 6, 2016

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BETHESDA, MD

Past

February 22, 2002 - March 30, 2015

FBB CAPITAL PARTNERS

RIA

CRD#: 108967

BETHESDA, MD

Past

October 12, 2000 - February 11, 2002

RIGGS SECURITIES INC.

CRD#: 46202

WASHINGTON, DC

Past

August 30, 1996 - September 6, 2000

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/30/2023)

IAR

Virginia
(4/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/9/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/29/1996

General Securities Representative Examination

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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Contact information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Mailing Address

Phone number

(703) 822-5696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,180,517,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mitchel Schlesinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchel Schlesinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE BRIDGE INVESTMENT PARTNERS LLC

UNITED CAPITAL FINANCIAL ADVISORS

FBB CAPITAL PARTNERS

RIGGS SECURITIES INC.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/1996

Series 63

Date: 9/12/1996

Series 3

Date: 9/9/1996

Series 7

Date: 8/29/1996

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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