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SP

Steven G. Pugliese

BUTTONWOOD WEALTH
Winchester, VA 22601
Some features on this profile are disabled
CRD#: 5556782
SP

Professional summary

Steven Gregory Pugliese, CFP® is a registered financial advisor currently at BUTTONWOOD WEALTH located in Winchester, Virginia.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Gregory Pugliese's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

June 18, 2020 - Present

BUTTONWOOD WEALTH

Office #1: 101 W Cork St., Winchester, VA 22601
RIA
CRD#: 305896
Winchester, VA
Past

August 8, 2008 - October 25, 2018

WEALTH MANAGEMENT STRATEGIES GROUP, LLC

RIA
CRD#: 146739
WINCHESTER, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BUTTONWOOD WEALTH
BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA
Registered Investment Advisory firm - (11/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(6/18/2020)

Exams

Current Firm

BW
BUTTONWOOD WEALTH
BUTTONWOOD WEALTH | BUTTONWOOD WEALTH, LLC

CRD#: 305896 / SEC#: 801-117676

RIA
Registered Investment Advisory firm - (11/21/2019 Approved)
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Contact information

Main Address
27 West Boscawen Street, Winchester, VA 22601
Mailing Address
Phone number
(540) 662-5233
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BUTTONWOOD WEALTH FORM ADV PART 2 BROCHURE (2/11/2026)

Regulatory assets under management

Total Number of Accounts1,062
AUM (Assets Under Management)$ 425,329,328

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BUTTONWOOD WEALTH

CRD#: 305896Winchester, VA 22601

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