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Financial ADVSR advisor directory · SEC adviser records

Washington Trust Advisors financial advisors in Wellesley, MA

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

4 registered advisors work at Washington Trust Advisors in Wellesley, out of 14 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Washington Trust Advisors advisors in Wellesley, 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

Westerly, RI 4New Haven, CT 3Providence, RI 2

Other firms in Wellesley

All Wellesley advisors →

Morgan Stanley 130Equitable Advisors, LLC 65UBS Financial Services Inc. 26Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 14New England Private Wealth Advisors, LLC 10Empirical Asset Management, LLC 8LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7J.P. Morgan Securities LLC 5

Questions

How many financial advisors does Washington Trust Advisors have in Wellesley?

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

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

Washington Trust Advisors ranks number 16 in Wellesley by registered advisors; Morgan Stanley has the most, with 130.

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

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.