Michael Scavullo

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.

20+ Years of Experience



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:   Individual Investors , Non-Profit Organizations , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Life , Variable Annuity
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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets



FAQs


DISCLOSURE

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