Michael J. Schell

PATHWAY FINANCIAL ADVISORS

SOUTH BURLINGTON, VT 05403

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CRD#: 6941207

Professional summary

Michael Jonathan Schell, CFP®, who also goes by Michael Schell, is a registered financial advisor currently at PATHWAY FINANCIAL ADVISORS, LLC located in South Burlington, Vermont.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Retirement Planning

Life Transitions

Do you have an area of expertise or specialization?

AUM

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Michael Schell

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 Michael Jonathan Schell'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 18, 2022 - Present

PATHWAY FINANCIAL ADVISORS, LLC

Office #1: 725 Community Drive Suite 402, South Burlington, VT 05403

RIA

CRD#: 124801

SOUTH BURLINGTON, VT

Past

September 3, 2021 - May 16, 2022

SENSIBLE FINANCIAL MANAGEMENT

RIA

CRD#: 315658

COLCHESTER, VT

Past

April 23, 2018 - April 5, 2021

MILNE FINANCIAL PLANNING, INC.

RIA

CRD#: 116346

SAINT JOHNSBURY, VT

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".

PATHWAY FINANCIAL ADVISORS, LLC

CRD#: 124801 / SEC#: 801-64598

RIA

Registered Investment Advisory firm - (8/15/2005 Approved)

Vermont

Registered Investment Advisory firm - (8/25/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Vermont
(2/18/2022)

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: 11/27/2017

Uniform Investment Adviser Law Examination

Current Firm

PATHWAY FINANCIAL ADVISORS, LLC

CRD#: 124801 / SEC#: 801-64598

RIA

Registered Investment Advisory firm - (8/15/2005 Approved)

Vermont

Registered Investment Advisory firm - (8/25/2005 Terminated)

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Contact information

Main Address

725 Community Drive Suite 402, South Burlington, VT 05403

Mailing Address

Phone number

(802) 660-7086

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (10/3/2025)

Regulatory assets under management

Total Number of Accounts	955
AUM (Assets Under Management)	$ 894,825,875

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.

Contact information

(xxx) xxx-xxxx

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Michael J. Schell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jonathan Schell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATHWAY FINANCIAL ADVISORS, LLC

SENSIBLE FINANCIAL MANAGEMENT

MILNE FINANCIAL PLANNING, INC.

Primary Firm SEC Registration

PATHWAY FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2017

Current Firm

PATHWAY FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATHWAY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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