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Financial ADVSR advisor directory · SEC adviser records

Washington Trust Advisors financial advisors

Every SEC-registered investment adviser representative at Washington Trust Advisors, by the state and city of the office they work from.

14 registered advisors work at Washington Trust Advisors, in 3 states and 4 cities; the most are in New Haven, CT (4). 7 list the CFP designation and 0 are also registered broker representatives.

Search every Washington Trust Advisors advisor by name →Who joined and left Washington Trust Advisors →Washington Trust Advisors: assets, clients and custodians →

Cities with the most Washington Trust Advisors advisors

New Haven, CT 4Wellesley, MA 4Westerly, RI 4Providence, RI 2

Washington Trust Advisors advisors by state

Washington Trust Advisors in Rhode Island 6

Westerly 4Providence 2

Washington Trust Advisors in Connecticut 4

New Haven 4

Washington Trust Advisors in Massachusetts 4

Wellesley 4

Questions

How many financial advisors does Washington Trust Advisors have?

14 investment adviser representatives are registered with Washington Trust Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 7 list the CFP designation and 0 are also registered as broker representatives.

Where does Washington Trust Advisors have the most advisors?

New Haven, CT, with 4 registered advisors, then Wellesley, MA (4). By state, Rhode Island has the most, with 6.

How do I find a Washington Trust Advisors financial advisor near me?

Pick your state below, then your city, to see every Washington Trust Advisors advisor registered at an office there. Each one 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. An advisor registered at Washington Trust Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →