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Michael + Scavullo - Financial Advisor in Doylestown, PA

Paladin Research Report For:

Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.
Doylestown, PA 18901
215-794-3393

General Information

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
Years of Experience in Financial Services
  • 20+
Number of Years with Current Firm
  • 2
Work with the following types of clients
  • Businesses, Non-Profit Organizations, Individual Investors

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

Qualifications & Membership

Securities Licenses
  • Series 65, Series 7, Series 63, Series 24
Insurance and Annuity Licenses
  • Variable Annuity, Variable Life, Life

Compensation and Fees

Fee Structure
  • Fee-Based
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.

BASIC INFORMATION NEEDED FOR THE INQUIRY