MichaelScavullo- Financial Advisor Doylestown, PA

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About Michael Scavullo

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.

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

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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 7, Series 24, Series 65, Series 63

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

50000

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:

Michael Scavullo

Solebury Investment Group, Llc.