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Secretary, Clerk and Annual Report Signer · Washington Trust Advisors

Kristen Disanto

CRD 7468412 · Named on Form ADV at one SEC-registered adviser

At a glance

Washington Trust Advisors, an SEC-registered wealth manager based in Wellesley, MA with $2.4 billion in regulatory assets, lists Kristen Disanto on its Form ADV as Secretary, Clerk and Annual Report Signer, a control person.

Firms and roles

  • Washington Trust AdvisorsSecretary, Clerk and Annual Report SignerWealth manager · Wellesley, MA · $2.4B in regulatory assets

AtlasMembers

Kristen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Kristen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.