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Michael Otis Schulitz

RMC Investment Advisors

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About Michael Otis Schulitz

Michael Schulitz is a financial advisor with RMC Investment Advisors. Michael has been in the financial services industry since 1991 and is currently registered with the state of Connecticut. Michael has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is a Certified Financial Planner™ professional. In addition to being a financial advisor, Michael is also an Independent Licensed Insurance Agent. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Michael Schulitz is currently registered with RMC Investment Advisors. RMC Investment Advisors is an investment advisor headquartered in WEST HARTFORD, CT. The firm manages over $950 million in assets for individuals, corporations, charitable organizations, and other institutions. They offer portfolio management services, including discretionary and non-discretionary accounts, and are registered with the SEC under the SEC number 801-21902.
RMC Investment Advisors

643 PROSPECT AVENUE

WEST HARTFORD, CT 06105

$950.77M

Assets Under Management

4

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Schulitz’s Registration & Firm History

CT

02/05/2024 - Present

RMC Investment Advisors (WEST HARTFORD CT)

CT

03/15/2022 - 12/14/2022

AGES FINANCIAL SERVICES, LTD. (Bloomfield CT)

CT

03/15/2021 - 09/23/2021

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

01/05/2018 - 03/17/2021

VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)

ME

02/20/2012 - 01/08/2018

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

CT

05/01/2007 - 05/28/2010

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

CT

02/11/2005 - 05/21/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)

CT

02/11/2005 - 05/01/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)

PA

07/15/2002 - 06/30/2004

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

KS

04/17/2000 - 07/08/2002

IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)

MA

02/25/1999 - 04/06/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/25/1999 - 04/06/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

05/16/1994 - 03/13/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MA

04/09/1991 - 05/18/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/09/1991 - 05/18/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2020

Series 24 - General Securities Principal Examination

BC

Issued 07/08/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1994

Series 7 - General Securities Representative Examination

BC

Issued 04/08/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Otis Schulitz.
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