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Financial ADVSR advisor directory · SEC adviser records

Washington Trust Advisors financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Washington Trust Advisors office in Massachusetts, by city and A to Z.

The short answer

5 registered advisors work at Washington Trust Advisors in Massachusetts, out of 14 nationwide; it's the firm's number 2 state by advisors, and the most are in Wellesley (5). 2 list the CFP designation and 0 are also registered broker representatives.

Washington Trust Advisors advisors by city in Massachusetts

Every firm in Massachusetts →

Wellesley 5

Washington Trust Advisors advisors in Massachusetts, A to Z

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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

Rhode Island 6Connecticut 3

Questions

How many Washington Trust Advisors financial advisors are in Massachusetts?

5 investment adviser representatives are registered at Washington Trust Advisors offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Washington Trust Advisors have the most advisors?

Wellesley, with 5. Washington Trust Advisors has advisors in 1 city in Massachusetts.

How do I check a Washington Trust Advisors advisor in Massachusetts?

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.