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RIA / WealthAdvisorCertified Financial Planner35 years in industry

MICHAEL OTIS SCHULITZ

Advisor at GREY LEDGE ADVISORS, LLC

GUILFORD, CT

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Search this name across graphsid dfx:ria:9ec3039f-b779-4f32-1187-e9d24b255350

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Mar 25, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GREY LEDGE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 8, 1991
First registration: Mar 25, 2004
Dual registered: no
IAPD individual key: 2121882

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GREY LEDGE ADVISORS, LLC	Independent wealth	Dec 1, 2025	n/a	yes	GUILFORD, CT	Current employment
RMC INVESTMENT ADVISORS	Independent wealth	Feb 5, 2024	Oct 31, 2025	no	WEST HARTFORD, CT	Previous registration
TRUST ADVISORY GROUP LTD	Independent wealth	Jun 8, 2022	Dec 14, 2022	no	BIRMINGHAM, AL\|Bloomfield, CT	Previous registration
LINCOLN FINANCIAL DISTRIBUTORS, INC.	n/a	Jun 21, 2007	May 28, 2010	no	WEATOGUE, CT\|NOVI, MI\|INDIANAPOLIS, IN\|HARTFORD, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Feb 11, 2005	May 21, 2007	no	HARTFORD, CT\|HARTFORD, CT	Previous registration
LINCOLN FINANCIAL DISTRIBUTORS, INC.	n/a	Mar 25, 2004	Jun 30, 2004	no	HARTFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RMC INVESTMENT ADVISORS	GREY LEDGE ADVISORS, LLC	Oct 31, 2025	Dec 1, 2025	31	Firm change	RIA to RIA
TRUST ADVISORY GROUP LTD	RMC INVESTMENT ADVISORS	Dec 14, 2022	Feb 5, 2024	418	Firm change after gap	RIA to RIA
LINCOLN FINANCIAL DISTRIBUTORS, INC.	TRUST ADVISORY GROUP LTD	May 28, 2010	Jun 8, 2022	4,394	Firm change after gap	Other
OSAIC FA, INC.	LINCOLN FINANCIAL DISTRIBUTORS, INC.	May 21, 2007	Jun 21, 2007	31	Firm change	Other
LINCOLN FINANCIAL DISTRIBUTORS, INC.	OSAIC FA, INC.	Jun 30, 2004	Feb 11, 2005	226	Firm change	Other

Relationships

Registered with (5)

→ GREY LEDGE ADVISORS, LLCRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ RMC INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Feb 5, 2024 to Oct 31, 2025factForm ADV
→ TRUST ADVISORY GROUP LTDRegistered adviserregistration: previous registration
Jun 8, 2022 to Dec 14, 2022factForm ADV
→ LINCOLN FINANCIAL DISTRIBUTORS, INC.Registered adviserregistration: previous registration
Jun 21, 2007 to May 28, 2010factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Feb 11, 2005 to May 21, 2007factForm ADV

Dated events

Occurred
Oct 31, 2025
Advisor changed firm
Michael Otis Schulitz left Rmc Investment Advisors for Grey Ledge Advisors, Llc (registered 2025-12-01)
Form ADVobserved 4 days ago
Occurred
Dec 14, 2022
Advisor changed firm
Michael Otis Schulitz left Trust Advisory Group Ltd for Rmc Investment Advisors (registered 2024-02-05)
Form ADVobserved 4 days ago