Michael
Gulish

Commonwealth Financial Network

CRD#1700168
Investment Advisor
in Shelton, CT

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About this Advisor

Michael Gulish is a certified financial planner based out of Shelton, Connecticut with 4 years of industry experience. Gulish is an employee of Commonwealth Financial Network. Gulish has gained experience at Lpl Financial LLC and Commonwealth Financial Network. Gulish holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Commonwealth Financial Network is a financial advisory firm headquartered in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It controls $146 billion in assets across its 585,629 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. Commonwealth Financial Network offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. However, fee types billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

680 Bridgeport Ave
Shelton, CT 06484

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

CT Average: $16,012,751,954
Total Number of Employees

4,300

CT Average: 118
Total Number of Accounts

585,629

CT Average: 4,567
Average Account Size

$249,965

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Gulish Work History

Michael has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Commonwealth Financial Network

1994 - 2019 (25 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Gulish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Garrett Forsberg
Plymouth, MA
Mark Kutzke
Rochester, MN
Peter Leonczyk
Ludlow, MA
Alex Rusinowitz
Garden City, NY
Laura Clem
San Diego, CA
Stephen Cefalu
Jacksonville, FL
Samuel Rich
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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