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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

MITCHEL SCHLESINGER

Advisor at EVERMAY WEALTH MANAGEMENT, LLC

ARLINGTON, VA

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Search this name across graphsid dfx:ria:eb9c057a-b2c0-36d4-1493-dc9c2a6f2cd2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERMAY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Sep 12, 1996
First registration: Feb 22, 2002
Dual registered: no
Other names: MITCHEL BRIAN SCHLESINGER
IAPD individual key: 2786730

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERMAY WEALTH MANAGEMENT, LLC	Independent wealth	Apr 19, 2021	n/a	yes	ARLINGTON, VA	Current employment
STONE BRIDGE INVESTMENT PARTNERS LLC	n/a	Apr 25, 2017	Jan 26, 2018	no	MCLEAN, VA\|MCLEAN, VA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	May 26, 2015	Sep 6, 2016	no	BETHESDA, MD	Previous registration
FBB CAPITAL PARTNERS	Independent wealth	Feb 22, 2002	Mar 30, 2015	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONE BRIDGE INVESTMENT PARTNERS LLC	EVERMAY WEALTH MANAGEMENT, LLC	Jan 26, 2018	Apr 19, 2021	1,179	Firm change after gap	Other
UNITED CAPITAL FINANCIAL ADVISORS	STONE BRIDGE INVESTMENT PARTNERS LLC	Sep 6, 2016	Apr 25, 2017	231	Firm change	Other
FBB CAPITAL PARTNERS	UNITED CAPITAL FINANCIAL ADVISORS	Mar 30, 2015	May 26, 2015	57	Firm change	Other

Relationships

Registered with (4)

→ EVERMAY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 19, 2021 to presentfactForm ADV
→ STONE BRIDGE INVESTMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 25, 2017 to Jan 26, 2018factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
May 26, 2015 to Sep 6, 2016factForm ADV
→ FBB CAPITAL PARTNERSRegistered adviserregistration: previous registration
Feb 22, 2002 to Mar 30, 2015factForm ADV

Dated events

No dated event names this entity yet.