Featured Business Financial Advisor in Doylestown, PA
Doylestown Financial Advisors
Solebury Investment Group, Llc.
5266 Bailey Ct.
Doylestown, PA 18901
(215) 794-3393
“Experienced and unbiased advice”
Advisor Profile
Michael Scavullo
Name:  Michael Scavullo
Phone Number:  (215) 794-3393
Website:  Visit Website
Disclosure Link:
www.soleburygroup.com
ADV Form II Link:
can be emailed

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.

About Solebury Investment Group, Llc.

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

General Information

Gender:    Male
CRD#:    2537103
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
States Willing to do Business in:   
Years of Experience in Financial Services:    20+
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

Certifications, Accreditations & Designations:    Insurance License (Life & Health; Long Term Care; Specify below)
Securities Licenses:    Series 7, Series 63, Series 65, Series 24
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
 
 
 
Prepared By: Michael Scavullo

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