Unclaimed Profile

Peter Secrist

WASHINGTON TRUST ADVISORS, INC.·WELLESLEY, Massachusetts

Series 7, Series 65, Series 66Clean record23 years registeredWASHINGTON TRUST ADVISORS, INC.

20 WILLIAM ST, WELLESLEY, MA 02481CRD# 4344449Firm CRD# 110407

Profile Verification

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

Identity

Peter Secrist · WELLESLEY, MA

Registration

CRD #4344449 · WASHINGTON TRUST ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

WASHINGTON TRUST ADVISORS

Nov 2023 – present

HALSEY ASSOCIATES

Apr 2019 – Oct 2019

New Haven, CT

CHARLES SCHWAB & CO., INC.

Nov 2009 – Dec 2009

ENGLEWOOD, CO

CRESTONE ASSET MANAGEMENT LLC

Nov 2008 – Dec 2008

BOULDER, CO

GILLESPIE ROBINSON & GRIMM INC

Oct 2002 – Dec 2005

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · October 25, 2002

Years registered · 23

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 Peter Secrist offer?

Peter Secrist specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Peter Secrist's credentials?

Peter Secrist is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Secrist located?

Peter Secrist 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 Secrist charge for services?

Peter Secrist'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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