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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901
(215) 7943393

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

Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types

Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, 401k Plans, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At your office, At your home, Via phone, At my office

Compliance

Registered Investment Advisor

No

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 65, Series 7, Series 24, Series 63

Insurance and Annuity Licenses

Life, Variable Annuity, Variable 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.