Michael Scavullo

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About Michael Scavullo

I love what I do, structuring accounts to match each client's risk tolerance and building long-lasting relationships. I have worked with many clients for decades.

See Disclosures

General Information

Firm Start Year

1924

CRD#

2537103

Firm CRD#

297811

Name of Broker/Dealer

Purshe Kaplan Sterling Investments

Name of Custodial Firm

TD Ameritrade and Pershing Clearing Corp.

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Thirty years is a long time in any profession. Not many things surprise me anymore.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Wealth Management, 401K Rollovers, Portfolio Management, Insurance Products & Annuities, Money Management, Financial Advice & Consulting, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 24, Series 7

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

www.soleburygroup.com

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816503/paladinregistry-Solebury-Investment-Group,-Llc.-detailed-disclosure.html

Disclaimer

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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Paladin Research Report For:

Solebury Investment Group, Llc.