Michael Schulitz has been President/CEO of Grey Ledge Advisors since November 2025, is a control person of the firm and directly owns under 5% of it.
Grey Ledge Advisors, LLC is a Guilford, CT firm with $616M under management, 887 clients and 4 advisers in one office, as of its March 2026 filing.
Michael Schulitz’s longest registration was 2 years at Lincoln Financial Distributors, Inc. (2007–2010). Before joining Grey Ledge Advisors in 2025, Michael Schulitz was registered through RMC Investment Advisors and Trust Advisory Group LTD.
- Grey Ledge Advisors, LLCCurrent– present · under a yearGuilford, CT · Adviser representative · Firm CRD 124867
- RMC Investment Advisors– · 1 yearWest Hartford, CT · Adviser representative · Firm CRD 104674
- Trust Advisory Group LTD– · under a yearBloomfield, CT · Adviser representative · Firm CRD 106926
- Lincoln Financial Distributors, Inc.– · 2 yearsWeatogue, CT · Adviser representative · Firm CRD 145
- Lincoln Financial Advisors Corporation– · 2 yearsHartford, CT · Adviser representative · Firm CRD 3978
- Lincoln Financial Distributors, Inc.– · under a yearHartford, CT · Adviser representative · Firm CRD 145
Investment adviser representative registrations
Michael Schulitz is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- ConnecticutSince 1 December 2025
- TexasSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 December 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 8 July 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 1995 |
| Series 7 | General Securities Representative Examination | 15 August 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 April 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 1991 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Otis Schulitz
- CRD
- 2121882
- Firm
- Grey Ledge Advisors · CRD 124867
- Role
- President/CEO
- Office
- ONE PARK STREET, Guilford, CT 06437
- Registration
- Investment adviser registration
- In the industry since
- April 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Schulitz work?
Michael Schulitz has been President/CEO of Grey Ledge Advisors, LLC since November 2025, and is a control person of the firm.
Is Michael Schulitz a financial advisor?
Yes. Michael Schulitz has a current investment-adviser registration in Connecticut and Texas, through Grey Ledge Advisors since December 2025.
How many years of experience does Michael Schulitz have?
Michael Schulitz has 29 years in the financial industry, since April 1997, across 5 adviser firms.
What exams has Michael Schulitz passed?
Michael Schulitz has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 26 and Series 24. The earliest, the Series 63, was passed in April 1991. FINRA credited Michael Schulitz with the SIE, which began in October 2018.
Where did Michael Schulitz work before Grey Ledge Advisors?
Before Grey Ledge Advisors, Michael Schulitz was registered through RMC Investment Advisors, February 2024 to October 2025; Trust Advisory Group LTD, June 2022 to December 2022; Lincoln Financial Distributors, Inc., June 2007 to May 2010; Lincoln Financial Advisors Corporation, February 2005 to May 2007; Lincoln Financial Distributors, Inc., March 2004 to June 2004.
Where is Michael Schulitz based?
Michael Schulitz’s registered office is in Guilford, CT.
Is Michael Schulitz registered with FINRA?
No. Michael Schulitz has no current broker registration.
How can I verify Michael Schulitz’s record?
Search CRD 2121882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Schulitz’s full registration record.