Shelton, CT 680 Bridgeport Ave Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

5

Of 2,786 advisors across 1,210 offices

Location

680 Bridgeport Ave

Shelton CT 06484

Advisors at this office

5

Advisors at this office

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Catherine G

Series 63, Series 65

Shelton, CT

Commonwealth Financial Network

Catherine Gulish is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Commonwealth since 2021 and also operates Gulish and Associates, Inc. alongside her advisory role. Prior to her financial career, she worked at W.B. Mason and studied at Stonehill College. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of discretionary model portfolios and customizable investment solutions while supporting affiliated advisors with operations, technology, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Stephen G

CFP®, Series 63, Series 65

Shelton, CT

Commonwealth Financial Network

Stephen Gulish is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He is co-owner of Gulish & Associates, Inc., a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at John Hancock and John Hancock Distributors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John Z

Series 66

Shelton, CT

Commonwealth Financial Network

John Zaprzalka is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 24 years of industry experience. He previously worked at LPL Financial for 18 years and has been associated with Apicella, Testa & Co., P.C. for over four decades. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Heather C

Series 63, Series 65

Shelton, CT

Commonwealth Financial Network

Heather Cramer is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, having worked previously at Ameriprise, Sovereign Financial Group, Wealth Strategies of America, and Raymond James Financial Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Michael G

CFP®, Series 63, Series 65

Shelton, CT

Commonwealth Financial Network

Michael Gulish is a CFP® professional with 38 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2019 and previously spent 25 years at LPL Financial. Outside of his advisory work, he is a part owner of a timeshare rental property in West Dover, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, and compliance services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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