VETTED

Michael Scavullo

Tel: 215-622-7741 5266 Bailey Ct. Doylestown, PA 18901

Experienced and unbiased advice

About Michael Scavullo

I love what I do, structuring accounts to match each client's risk tolerance and building long-lasting relationships. I have worked with many clients for decades.

About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.

See Disclosures

General Information

Firm Start Year:

1924

Name of Broker/Dealer:

Purshe Kaplan Sterling Investments

Name of Custodial Firm:

TD Ameritrade and Pershing Clearing Corp.

Number of Years with Current Firm:

Work Experience:

Thirty years is a long time in any profession. Not many things surprise me anymore.

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Wealth Management, 401K Rollovers, Portfolio Management, Insurance Products & Annuities, Money Management, Financial Advice & Consulting, Investment Advice & Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Variable Annuity, Life

Services

Investment Types:

Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, 401k Plans, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Your Office, Our Office, Your Home

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Based on Assets

Preferred meeting methods

I provide a free initial consultation:

Yes

Portfolio Management

Each account is custom designed based on an initial risk questionnaire utilizing stocks, ETF's and Mutual Funds.

Annuities

Fixed Annuities, Fixed-Indexed Annuities, Registered Index-Linked Annuities and Variable Annuities. We are not captive, and can use multiple companies and products.

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

www.soleburygroup.com

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1816503/wiseradvisor-solebury-investment-group,-llc.-detailed-disclosure.html

Disclaimer

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

30 Years of Experience

CRD# 2537103 Firm CRD# 297811Series: 65, 63, 24, 7

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Criminal Disclosures in Last 5 yearsI have a clean record

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