Financial ADVSR advisor directory · SEC adviser records
Buttonwood Wealth financial advisors in Virginia
Every SEC-registered investment adviser representative at a Buttonwood Wealth office in Virginia, by city and A to Z.
6 registered advisors work at Buttonwood Wealth in Virginia, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Winchester (5). 4 list the CFP designation and 4 are also registered broker representatives.
Buttonwood Wealth advisors by city in Virginia
Every firm in Virginia →Buttonwood Wealth advisors in Virginia, A to Z
Search by name →- Jordan D. BraithwaiteWinchester
- Jeffrey A. HahnWinchester · Certified Financial Planner
- Jeremy D. NicholsWinchester · Certified Financial Planner
- Steven G. PuglieseWinchester · Certified Financial Planner
- Kimberly K. WinesWinchester
- Lucy ZimmermanMiddleburg · Certified Financial Planner
Buttonwood Wealth advisors in every state →Buttonwood Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Buttonwood Wealth financial advisors are in Virginia?
6 investment adviser representatives are registered at Buttonwood Wealth offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 4 list the CFP designation and 4 are also registered as broker representatives.
Where in Virginia does Buttonwood Wealth have the most advisors?
Winchester, with 5, then Middleburg (1). Buttonwood Wealth has advisors in 2 cities in Virginia.
How do I check a Buttonwood Wealth advisor in Virginia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Buttonwood Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.