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Peter Phillips

WASHINGTON TRUST ADVISORS, INC.·WELLESLEY, Massachusetts
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100 WILLIAM ST, WELLESLEY, MA 02481CRD# 1848462Firm CRD# 110407
01

About

Peter Phillips is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with WASHINGTON TRUST ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WASHINGTON TRUST ADVISORS, INC.
WASHINGTON TRUST ADVISORS
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WASHINGTON TRUST ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1848462
Firm CRD# 110407
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Phillips offer?
Peter Phillips specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Peter Phillips's credentials?
Peter Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Phillips located?
Peter Phillips is based in WELLESLEY, Massachusetts, working with WASHINGTON TRUST ADVISORS, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Peter Phillips charge for services?
Peter Phillips'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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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