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Andrew Bart Sosnowitz

BUTTONWOOD CAPITAL MANAGEMENT, LLC·SCOTTSDALE, Arizona
SIE, Series 7, Series 24, Series 66Clean record19 years registeredBUTTONWOOD CAPITAL MANAGEMENT, LLC
17550 NORTH PERIMETER DRIVE, SCOTTSDALE, AZ 85255CRD# 3202095Firm CRD# 174857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Bart Sosnowitz · SCOTTSDALE, AZ
Registration
CRD #3202095 · BUTTONWOOD CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

BUTTONWOOD CAPITAL MANAGEMENT (BCM)
May 2015 – present
LPL FINANCIAL LLC
Sep 2009 – Dec 2019
SCOTTSDALE, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sep 2006 – Sep 2009
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · September 22, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857 · SEC 801-117678
AUM
$265M
Regulatory assets under management
Employees
7
692 client accounts
Services offered by BUTTONWOOD CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUTTONWOOD CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Andrew Bart Sosnowitz offer?
Andrew Bart Sosnowitz specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Andrew Bart Sosnowitz's credentials?
Andrew Bart Sosnowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Bart Sosnowitz located?
Andrew Bart Sosnowitz is based in SCOTTSDALE, Arizona, working with BUTTONWOOD CAPITAL MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Andrew Bart Sosnowitz charge for services?
Andrew Bart Sosnowitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTTONWOOD CAPITAL MANAGEMENT, LLC?
BUTTONWOOD CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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