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 DisclosuresGeneral 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:
5
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)
I provide a free initial consultation:
Yes
Preferred meeting methods
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
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
www.soleburygroup.com
Additional Detailed Disclosures
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
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Criminal Disclosures in Last 5 yearsI have a clean record
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
