Steven Gregory Pugliese
Investment adviser representative at Buttonwood Wealth
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$425.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Buttonwood WealthJun 2020 to now
- Pugliese & Company, LLCJan 2013 to now
- Eaglestone Wealth Advisors, IncJul 2018 to Jun 2020
- Warring & Company, LLCJul 2018 to Jun 2020
- Grossberg CompanyJan 2018 to Jun 2018
- Wealth Management Strategies Group, LLCJun 2008 to Oct 2018
- Abod & AssociatesJan 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Buttonwood Wealth
Legal name: Buttonwood Wealth, LLC
$425.3MAssets managed
406Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5556782
- Firm CRD
- 305896