AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DB

Donald Nicholas Button

BUTTON & BUTTON WEALTH MANAGEMENT
GREENSBORO, NC
·CRD# 7575276·5 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nick Button, Nicholas Button Donald

Blog Corner

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

Years of Experience

5 years in the financial services industry

Current & Past Employments

BUTTON & BUTTON WEALTH MANAGEMENT LLC·CRD# 320823
RIA
2012 New Garden Road Suite C, Greensboro, NC 27410
December 5, 2022 - Present

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

Current Firm

B&
BUTTON & BUTTON WEALTH MANAGEMENT LLC

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

CRD#: 320823
North Carolina
Registered Investment Advisory firm - North Carolina (12/5/2022 Approved)

Contact Information

Main Address

2012 New Garden Road Suite C, Greensboro, NC 27410

Phone Number

(336) 800-4711

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

17

AUM (Assets Under Management)

$3,303,679

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2021About the Series 65 exam

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#

CRS (Client Relationship Summary) - RIA

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

Similar Advisors

Ann Benjamin Zuraw
Ann Benjamin Zuraw

ZURAW FINANCIAL ADVISORS, LLC

GREENSBORO, NC · CRD#
DB
Follow Donald
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required