Michael O. Schulitz

GREY LEDGE ADVISORS

Guilford, CT 06437

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CRD#: 2121882

Professional summary

Michael Otis Schulitz, CFP® is a registered financial advisor currently at GREY LEDGE ADVISORS, LLC located in Guilford, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Otis Schulitz'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: 2003

Experience

Current

December 1, 2025 - Present

GREY LEDGE ADVISORS, LLC

Office #1: One Park Street, Guilford, CT 06437

RIA

CRD#: 124867

Guilford, CT

Past

February 5, 2024 - October 31, 2025

RMC INVESTMENT ADVISORS

RIA

CRD#: 104674

WEST HARTFORD, CT

Past

June 8, 2022 - December 14, 2022

TRUST ADVISORY GROUP LTD

RIA

CRD#: 106926

Bloomfield, CT

Past

March 15, 2022 - December 14, 2022

AGES FINANCIAL SERVICES, LTD.

CRD#: 15427

Bloomfield, CT

Past

March 15, 2021 - September 23, 2021

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

January 5, 2018 - March 17, 2021

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

Windsor, CT

Past

February 20, 2012 - January 8, 2018

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

June 21, 2007 - May 28, 2010

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

WEATOGUE, CT

Past

May 1, 2007 - May 28, 2010

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

HARTFORD, CT

Past

February 11, 2005 - May 21, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

HARTFORD, CT

Past

February 11, 2005 - May 1, 2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

HARTFORD, CT

Past

February 11, 2005 - May 21, 2007

OSAIC FA, INC.

CRD#: 3978

HARTFORD, CT

Past

March 25, 2004 - June 30, 2004

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

HARTFORD, CT

Past

July 15, 2002 - June 30, 2004

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

April 17, 2000 - July 8, 2002

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

February 25, 1999 - April 6, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 25, 1999 - April 6, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

May 16, 1994 - March 13, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

April 9, 1991 - May 18, 1993

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 9, 1991 - May 18, 1993

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

GREY LEDGE ADVISORS, LLC

CRD#: 124867 / SEC#: 801-61932

RIA

Registered Investment Advisory firm - (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - (3/27/2003 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

Connecticut
(12/1/2025)

IAR

Texas
(12/1/2025)

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: 11/20/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/8/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/10/2020

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 7/8/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

GREY LEDGE ADVISORS, LLC

CRD#: 124867 / SEC#: 801-61932

RIA

Registered Investment Advisory firm - (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - (3/27/2003 Terminated)

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Contact information

Main Address

One Park Street, Guilford, CT 06437

Mailing Address

Phone number

(203) 453-9075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (11/27/2025)

Regulatory assets under management

Total Number of Accounts	1,479
AUM (Assets Under Management)	$ 540,432,340

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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Michael O. Schulitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Otis Schulitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

RMC INVESTMENT ADVISORS

TRUST ADVISORY GROUP LTD

AGES FINANCIAL SERVICES, LTD.

VOYA FINANCIAL PARTNERS, LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

FORESIDE FUND SERVICES, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

IVY DISTRIBUTORS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

PRUDENTIAL EQUITY GROUP, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GREY LEDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/1995

Series 63

Date: 4/8/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1994

Series 6

Date: 4/8/1991

Series 24

Date: 12/10/2020

Series 26

Date: 7/8/1999

Current Firm

GREY LEDGE ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREY LEDGE ADVISORS, LLC

TRUST BUT VERIFY

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