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Financial ADVSR advisor directory · SEC adviser records

Washington Trust Advisors financial advisors in New Haven, CT

Every SEC-registered investment adviser representative at a Washington Trust Advisors office in New Haven, A to Z.

The short answer

3 registered advisors work at Washington Trust Advisors in New Haven, out of 14 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Washington Trust Advisors advisors in New Haven, A to Z

Every Washington Trust Advisors advisor →

Washington Trust Advisors advisors in every city and state →Washington Trust Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Washington Trust Advisors advisors in other cities

Wellesley, MA 5Westerly, RI 4Providence, RI 2

Other firms in New Haven

All New Haven advisors →

Knights Of Columbus Asset Advisors LLC 102Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Morgan Stanley 23Janney Montgomery Scott LLC 16Strategic Advisers LLC 15UBS Financial Services Inc. 13Ameriprise Financial Services, LLC 11Wells Fargo Clearing Services, LLC 10Cetera Investment Advisers LLC 8Raymond James & Associates, Inc. 5Kreitler Financial LLC 4J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Washington Trust Advisors have in New Haven?

3 investment adviser representatives are registered at Washington Trust Advisors offices in New Haven, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Washington Trust Advisors one of the largest advisor employers in New Haven?

Washington Trust Advisors ranks number 12 in New Haven by registered advisors; Knights Of Columbus Asset Advisors LLC has the most, with 102.

How do I check a Washington Trust Advisors advisor in New Haven?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Washington Trust Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.