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Michael Scavullo, Life & Health; Long Term Care; Specify below, None
Solebury Investment Group, Llc.

Tel: 215-794-3393
5266 Bailey Ct.
Doylestown, PA 18901
Solebury Investment Group, Llc. | Financial Advisor in Doylestown ,PA

Experienced and unbiased advice


About Solebury Investment Group, Llc.

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

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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
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Stocks, Bonds, 401k Plans, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Via Email

Qualifications & Memberships

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

Compensation and Fees

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

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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.

    20+ Years of Experience

  • CRD# 2537103
  • Series: 7, 24, 63, 65

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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