Michael Otis Schulitz
Investment adviser representative at Grey Ledge Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$616MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Grey Ledge Advisors, LLCNov 2025 to now
- Rmc Investment AdvisorsJan 2024 to Oct 2025
- Self-consultingSep 2021 to Dec 2023
- Voya FinancialJan 2018 to Sep 2021
- Wilshire Associates, IncAug 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Grey Ledge Advisors, LLC
$616MAssets managed
887Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2121882
- Firm CRD
- 124867