Unclaimed Profile

Kimberly Irene Mccarthy

WASHINGTON TRUST ADVISORS, INC.·WELLESLEY, Massachusetts

Series 65Clean record3 years registeredWASHINGTON TRUST ADVISORS, INC.

20 WILLIAM ST, WELLESLEY, MA 02481CRD# 7700839Firm CRD# 110407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Irene Mccarthy · WELLESLEY, MA

Registration

CRD #7700839 · WASHINGTON TRUST ADVISORS, INC. · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WASHINGTON TRUST ADVISORS, INC.

WASHINGTON TRUST ADVISORS

Jun 2023 – Nov 2024

Providence, RI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 26, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASHINGTON TRUST ADVISORS, INC.

CRD 110407 · SEC 801-18403

AUM

$1.9B

Regulatory assets under management

Employees

1,414 client accounts

Services offered by WASHINGTON TRUST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WASHINGTON TRUST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Irene Mccarthy offer?

Kimberly Irene Mccarthy specializes in Financial Planning, Investment Management.

What are Kimberly Irene Mccarthy's credentials?

Kimberly Irene Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Irene Mccarthy located?

Kimberly Irene Mccarthy is based in WELLESLEY, Massachusetts, last registered with WASHINGTON TRUST ADVISORS, INC..

How does Kimberly Irene Mccarthy charge for services?

Kimberly Irene Mccarthy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASHINGTON TRUST ADVISORS, INC.?

WASHINGTON TRUST ADVISORS, INC. has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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