Steven Pugliese has been an investment adviser representative at Buttonwood Wealth since June 2020, and is not listed among the firm’s executive officers or direct owners.
Buttonwood Wealth, LLC is a Winchester, VA firm with $425M under management, 406 clients and 6 advisers across 3 offices, as of its February 2026 filing.
Steven Pugliese’s longest registration was 10 years at Wealth Management Strategies Group, LLC (2008–2018). Before joining Buttonwood Wealth in 2020, Steven Pugliese was registered through Wealth Management Strategies Group, LLC.
- Buttonwood WealthCurrent– present · 6 yearsWinchester, VA · Adviser representative · Firm CRD 305896
- Wealth Management Strategies Group, LLC– · 10 yearsWinchester, VA · Adviser representative · Firm CRD 146739
Investment adviser representative registrations
Steven Pugliese is registered as an investment adviser representative in Virginia, since June 2020.
- VirginiaSince 18 June 2020
Examinations
No examinations are on Steven Pugliese’s record.
- Full name
- Steven Gregory Pugliese
- CRD
- 5556782
- Firm
- Buttonwood Wealth · CRD 305896
- Office
- 101 W Cork St., Winchester, VA 22601
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Pugliese work?
Steven Pugliese is an investment adviser representative registered through Buttonwood Wealth, LLC since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Steven Pugliese a financial advisor?
Yes. Steven Pugliese has a current investment-adviser registration in Virginia, through Buttonwood Wealth since June 2020.
How many years of experience does Steven Pugliese have?
Steven Pugliese has 16 years in the financial industry, since March 2010, across 2 adviser firms.
Where did Steven Pugliese work before Buttonwood Wealth?
Before Buttonwood Wealth, Steven Pugliese was registered through Wealth Management Strategies Group, LLC, August 2008 to October 2018.
Where is Steven Pugliese based?
Steven Pugliese’s registered office is in Winchester, VA.
Is Steven Pugliese registered with FINRA?
No. Steven Pugliese has no current broker registration.
How can I verify Steven Pugliese’s record?
Search CRD 5556782 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Pugliese’s full registration record.