Best Investors Account Sign in
Inactive

Michael Otis Schulitz

Grey Ledge Advisors, LLC

Guilford, CT

Claim This Profile
Current Employers
Grey Ledge Advisors, Llc

One Park Street, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-12-01
TX RA APPROVED 2025-12-01
  • CT RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

One Park Street, Guilford, CT 06437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilshire Associates, Inc Jersey City NJ 08/2011 12/2017
Voya Financial Windsor CT 01/2018 09/2021
Rmc Investment Advisors West Hartford CT 01/2024 10/2025
Self-Consulting Simsbury CT 09/2021 12/2023
Grey Ledge Advisors Guilford CT 11/2025 Present
  • 08/2011 → 12/2017
    Wilshire Associates, Inc
    Jersey City, NJ
  • 01/2018 → 09/2021
    Voya Financial
    Windsor, CT
  • 01/2024 → 10/2025
    West Hartford, CT
  • 09/2021 → 12/2023
    Self-Consulting
    Simsbury, CT
  • 11/2025 → Present
    Grey Ledge Advisors
    Guilford, CT
Previous Registrations
  • 2024-02-05 → 2025-10-31
    West Hartford, CT
  • 2022-06-08 → 2022-12-14
    Bloomfield, CT
    Birmingham, AL
  • 2007-06-21 → 2010-05-28
    Lincoln Financial Distributors, Inc.
    Weatogue, CT
    Novi, MI
    Indianapolis, IN
    Hartford, CT
  • 2005-02-11 → 2007-05-21
    Osaic Fa, Inc.
    Hartford, CT
    Hartford, CT
  • 2004-03-25 → 2004-06-30
    Lincoln Financial Distributors, Inc.
    Hartford, CT
Other Businesses

Independent Insurance Agent; Non Investment Related; Weatogue, CT 06089; 1-10/month; 0 during trading hours; receive renewal insurance commissions/assist clients with questions regarding policies

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-20
S63 Uniform Securities Agent State Law Examination 1991-04-08
  • S65 Uniform Investment Adviser Law Examination
    1995-11-20
  • S63 Uniform Securities Agent State Law Examination
    1991-04-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Guilford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor