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Washington Trust Advisors financial advisors in Rhode Island
Every SEC-registered investment adviser representative at a Washington Trust Advisors office in Rhode Island, by city and A to Z.
The short answer
6 registered advisors work at Washington Trust Advisors in Rhode Island, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Westerly (4). 4 list the CFP designation and 0 are also registered broker representatives.
Washington Trust Advisors advisors by city in Rhode Island
Every firm in Rhode Island →Washington Trust Advisors advisors in Rhode Island, A to Z
Search by name →- Larry M. HendersonWesterly
- James MaynardWesterly
- Andrea K. McNamaraProvidence · Certified Financial Planner
- Stephen C. PoplaskiWesterly · Certified Financial Planner, Personal Financial Specialist
- Donald R. PrevieProvidence · Certified Financial Planner
- Aaron P. WadeWesterly · Certified Financial Planner
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Questions
How many Washington Trust Advisors financial advisors are in Rhode Island?
6 investment adviser representatives are registered at Washington Trust Advisors offices in Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Rhode Island does Washington Trust Advisors have the most advisors?
Westerly, with 4, then Providence (2). Washington Trust Advisors has advisors in 2 cities in Rhode Island.
How do I check a Washington Trust Advisors advisor in Rhode Island?
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.