wiseradvisor

Michael Scavullo
Solebury Investment Group, Llc.

Tel: (215) 794-3393
5266 Bailey Ct.
Doylestown, PA 18901

Experienced and unbiased advice

Solebury Investment Group, Llc. | Financial Advisor in Doylestown ,PA

About Solebury Investment Group, Llc.

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


General Information

Name of Broker/Dealer:   Summit Brokerage Services, Inc.
Name of Custodial Firm:   TD Ameritrade and Pershing Clearing Corp.
States Licensed in:   CA, CO, FL, GA, MA, MT, NH, NJ, NY, NC, PA, SC, TN, TX, UT, VA
Number of Years with Current Firm:   2
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, 401k Plans, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At your office, At your home, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Variable Life

Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets



Disclosures

www.soleburygroup.com


Disclaimer

Securities are offered through Summit Brokerage Services, Inc., Member FINRA/ SIPC. Advisory services offered through Cetera Investment Advisors, LLC., a Registered Investment Advisor. Solebury Investment Group, LLC. is a separate entity from Summit Brokerage Services, Inc. and its affiliates.

Michael Scavullo

Michael Scavullo

Life & Health; Long Term Care; Specify below, None