Steven Gregory Pugliese

Employer firm

Buttonwood Wealth CRD 305896

$425M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 10/2018
  Wealth Management Strategies Group, Llc
  Charlottesville, VA
• 01/2008 → 12/2017
  Abod & Associates
  Rockville, MD
• 06/2020 → Present
  Buttonwood Wealth
  Winchester, VA
• 08/2015 → 10/2016
  Cst Group
  Reston, VA
• 01/2013 → Present
  Pugliese & Company, Llc
  Winchester, VA
• 01/2018 → 06/2018
  Grossberg Company
  Bethesda, MD
• 07/2018 → 06/2020
  Warring & Company, Llc
  Rockville, MD
• 07/2018 → 06/2020
  Eaglestone Wealth Advisors, Inc
  Rockville, MD

Previous Registrations

• 2008-08-08 → 2018-10-25
  Wealth Management Strategies Group, Llc
  Winchester, VA

Other Businesses

1) Pugliese & Company, LLC, not investment related, Winchester, VA, Accounting Firm, Managing Member, Start Date 01/2013, approximately 160 hours/month with 160 hours/month devoted during securities trading hours

Designations

• Certified Financial Planner