Wealth Management Strategies Group, LLC

Wealth Management Strategies Group, LLC (CRD# 146739) is a financial advisory firm headquartered in Winchester, VA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wealth Management Strategies Group, LLC
Showing 1 - 1 of 1 top financial advisors.
Steven G. Pugliese
CRD#: 5556782
302 W. Boscawen St., Winchester, VA 22601

Steven Pugliese (CRD# 5556782) is an Investment Advisor Representative working at Wealth Management Strategies Group, LLC in Winchester, VA and has 1 year of experience in the finance industry. Steven Pugliese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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