Michael John Gulish

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1994 → 02/2019
  Lpl Financial Llc
  Shelton, CT
• 02/2019 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 1995-02-24 → 2019-03-12
  Lpl Financial Llc
  Shelton, CT

Other Businesses

1. Co-Owner, Gulish & Associates, Inc., a private entity established to facilitate securities, advisory, and insurance business; As of 2/27/2019; Greater than 95% time spent during regular business hours; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 2/27/2019; Less than 1% time spent during regular business hours; Conducted at branch location; Investment related. 3. Co-Owner of rental property located in Shelton, CT; As of 2/27/2019; 1% time spent during regular business hours; Not conducted at branch location; Investment related. 4. Part Owner of a timeshare rental property located in West Dover, VT; As of 2003; 0% time spent during regular business hours; Not conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-02
• S63 Uniform Securities Agent State Law Examination
  1988-02-22

Designations

• Certified Financial Planner

Other Names

• Michael John Gulish
• Michael John Gulish, Cfp
• Michael John Gulish Cfp