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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

Experienced and unbiased advice

About Solebury Investment Group, Llc.

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

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

I work with the following types of clients

Non-Profit Organizations, Individual Investors, 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

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

Qualifications & Membership

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

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.