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Michael Anthony Scavullo

Solebury Asset Management LLC

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About Michael Anthony Scavullo

Michael Anthony Scavullo is an investment advisor representative at Solebury Asset Management LLC, a registered investment advisor firm. Michael has been in the financial services industry since September 1994, and holds Series 7, 24, 63, 65, 99TO, and SIE licenses. Michael has been registered with the state of Pennsylvania since January 2, 2019 and has been registered with the state of New Jersey since January 25, 2019. Michael is also registered with the state of New York since October 6, 2021 and with the state of Florida since April 13, 2022. Michael's specializations include portfolio management for individuals and pension consulting. Michael is a member of Solebury Asset Management LLC and has been affiliated with the firm since January 2019.

Firm Information

Michael Scavullo is currently registered with Solebury Asset Management LLC. Solebury Asset Management LLC is an investment advisor registered with the SEC, managing approximately $59 million in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. The firm offers portfolio management and pension consulting services, and participates in wrap fee programs.

$59.07M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Scavullo’s Registration & Firm History

PA

01/02/2019 - Present

Solebury Asset Management LLC (DOYLESTOWN PA)

PA

09/01/2015 - 03/22/2019

SUMMIT BROKERAGE SERVICES, INC. (DOYLESTOWN PA)

PA

04/26/2001 - 12/04/2015

J.P. TURNER & COMPANY, L.L.C. (DOYLESTOWN PA)

MA

09/07/1999 - 05/10/2001

CANTELLA & CO., INC. (MALDEN MA)

NY

08/23/1996 - 09/08/1999

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

NY

11/18/1994 - 08/12/1996

LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)

NA

09/06/1994 - 11/04/1994

SOUTH RICHMOND SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Anthony Scavullo.
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