Financial ADVSR advisor directory · SEC adviser records
Washington Trust Advisors financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Washington Trust Advisors office in Connecticut, by city and A to Z.
The short answer
3 registered advisors work at Washington Trust Advisors in Connecticut, out of 14 nationwide; it's the firm's number 3 state by advisors, and the most are in New Haven (3). 1 list the CFP designation and 0 are also registered broker representatives.
Washington Trust Advisors advisors by city in Connecticut
Every firm in Connecticut →Washington Trust Advisors advisors in Connecticut, A to Z
Search by name →- Thomas N. Ellis Jr.New Haven
- Peter J. SecristNew Haven
- Kathleen A. SmithNew Haven · Certified Financial Planner
Washington Trust Advisors advisors in every state →Washington Trust Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Washington Trust Advisors in other states
Questions
How many Washington Trust Advisors financial advisors are in Connecticut?
3 investment adviser representatives are registered at Washington Trust Advisors offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Washington Trust Advisors have the most advisors?
New Haven, with 3. Washington Trust Advisors has advisors in 1 city in Connecticut.
How do I check a Washington Trust Advisors advisor in Connecticut?
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.