Financial ADVSR advisor directory · SEC adviser records

Buttonwood Wealth financial advisors in Winchester, VA

Every SEC-registered investment adviser representative at a Buttonwood Wealth office in Winchester, A to Z.

5 registered advisors work at Buttonwood Wealth in Winchester, out of 6 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Buttonwood Wealth advisors in Winchester, A to Z

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Jordan D. BraithwaiteInvestment adviser rep
Jeffrey A. HahnCertified Financial Planner · Also a broker rep
Jeremy D. NicholsCertified Financial Planner · Also a broker rep
Steven G. PuglieseCertified Financial Planner
Kimberly K. WinesAlso a broker rep

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Buttonwood Wealth advisors in other cities

Middleburg, VA 1

Other firms in Winchester

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Edward Jones 15 Wells Fargo Clearing Services, LLC 13 Morgan Stanley 8 LPL Financial LLC 7 D.A. Davidson & Co. 5 Ameriprise Financial Services, LLC 4 State Farm Investment Management Corp. 4 Wealthcare Advisory Partners LLC 4 Equity Services, Inc. 3 Osaic Institutions, Inc. 3 RBC Capital Markets, LLC 3 Truist Advisory Services, Inc. 3

Questions

How many financial advisors does Buttonwood Wealth have in Winchester?

5 investment adviser representatives are registered at Buttonwood Wealth offices in Winchester, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Buttonwood Wealth one of the largest advisor employers in Winchester?

Buttonwood Wealth ranks number 5 in Winchester by registered advisors; Edward Jones has the most, with 15.

How do I check a Buttonwood Wealth advisor in Winchester?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.