Director · Washington Trust Advisors
Mark K. Gim
CRD 6200079 · 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 Mark K. Gim on its Form ADV as Director, a control person.
Firms and roles
- Washington Trust AdvisorsDirectorWealth manager · Wellesley, MA · $2.4B in regulatory assets
AtlasMembers
Mark’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
- 1 firmLocked
- 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)
- Ronald OhsbergChief Financial Officer and Treasurer, Washington Trust Advisors
- Edward HandyDirector, Washington Trust Advisors
- Kathleen RyanPresident, Washington Trust Advisors
- Olalekan AdedujiChief Compliance Officer, Washington Trust Advisors
- Maria JanesController, Washington Trust Advisors
6 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.