Donald N. Button

BUTTON & BUTTON WEALTH MANAGEMENT LLC

Greensboro, NC 27410

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CRD#: 7575276

Professional summary

Donald Nicholas Button, who also goes by Nick Button, Nicholas Button Donald, is a registered financial advisor currently at BUTTON & BUTTON WEALTH MANAGEMENT LLC located in Greensboro, North Carolina.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Donald has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Button | Nicholas Button Donald

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.

1) BUTTON & BUTTON CPAs PLLC - CERTIFID PUBLIC ACCOUNTANT. 4/2019 TO PRESENT. NOT INVESTMENT RELATED. 2012 NEW GARDEN ROAD, SUITE C, GREENSBORO, NC 27410. DUTIES INCLUDE OFFERING TAX AND ACCOUNTING SERVICES TO CLIENTS AND PROSPECTS. 100% OF TIME SPENT ON THIS ACTIVITY, ALL DURING TRADING HOURS, UNTIL INVESTMENT ADVISER REGISTRATION IS ACCEPTED IN NORTH CAROLINA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Nicholas Button's 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®

None

Experience

Current

December 5, 2022 - Present

BUTTON & BUTTON WEALTH MANAGEMENT LLC

Office #1: 2012 New Garden Road Suite C, Greensboro, NC 27410

RIA

CRD#: 320823

Greensboro, NC

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

North Carolina
(12/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/5/2021

Uniform Investment Adviser Law Examination

Current Firm

BUTTON & BUTTON WEALTH MANAGEMENT LLC

BUTTON & BUTTON WEALTH MANAGEMENT | BUTTON AND BUTTON WEALTH MANAGEMENT LLC | BUTTON & BUTTON WEALTH MANAGEMENT LLC

CRD#: 320823 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/5/2022 Approved)

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Contact information

Main Address

2012 New Garden Road Suite C, Greensboro, NC 27410

Mailing Address

Phone number

(336) 800-4711

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 1,614,467

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.

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Donald N. Button

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Nicholas Button's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUTTON & BUTTON WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2021

Current Firm

BUTTON & BUTTON WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUTTON & BUTTON WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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