TrueAdvisor
TrueAdvisor
PS
PS

Paul Scavuzzo

Pj Scavuzzo, INC.
44 Years of Experience
New Bern, NC
1 Disclosure
View SEC Summary
View SEC Summary

Paul Scavuzzo is a registered investment advisor at Pj Scavuzzo, INC., based in New Bern, NC, with 44 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $18M in assets under management.

Pj Scavuzzo, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
66 clients
Average Client Portfolio
$278K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable based on individual client circumstances. Family member accounts living in the same household may be combined to reach lower fee tiers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

New Bern, NC

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1971
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Pj Scavuzzo, INC.
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Torrey Pines Securities, INC.
May 1999 - March 2010 · 10 yrs 10 mos
Torrey Pines Securities, INC.Broker
November 1993 - March 2010 · 16 yrs 4 mos
Wedbush Morgan Securities INC.Broker
November 1990 - November 1993 · 3 yrs
J. A. Overton & CO.Broker
July 1990 - October 1990 · 3 mos
Remington Securities, INC.Broker
February 1989 - April 1990 · 1 yr 2 mos
Trademark Investment Services, INC.Broker
May 1988 - February 1989 · 9 mos
Linsco Financial Group, INC.Broker
January 1987 - September 1987 · 8 mos
Radford Capital CorporationBroker
June 1986 - January 1987 · 7 mos
Fairmount Capital CorporationBroker
May 1985 - June 1986 · 1 yr 1 mo
Cardell & Associates, IncorporatedBroker
November 1984 - April 1985 · 5 mos
Decker, Zender, Pelman & CO.Broker
June 1984 - June 1985 · 1 yr
Ids Marketing CorporationBroker
February 1982 - August 1983 · 1 yr 6 mos
First Jersey Securities, INC.Broker
March 1976 - December 1977 · 1 yr 9 mos
State Registrations2 states
CANC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in New Bern, NC →All financial advisors in North Carolina →