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VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
5266 Bailey Ct.
Doylestown, PA 18901
215-622-7741
Experienced and unbiased advice
About Solebury Investment Group, Llc.
Please see my website for all information about myself and my firm.
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
30
Number of Years with Current Firm
5
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
Services
Investment Types
Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, 401k Plans, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Your Office, Our Office, Your Home
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
www.soleburygroup.com
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1816503/retirementplanning-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.