WASHINGTON TRUST ADVISORS, INC.

WASHINGTON TRUST ADVISORS
WELLESLEY, Massachusetts·23 registered advisors·CRD# 110407
SEC# 801-184031781-235-7055
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
23
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WASHINGTON TRUST ADVISORS, INC.

23 registered advisors
Constance Howes
WELLESLEY, Massachusetts
Edward Handy
WELLESLEY, Massachusetts
Edwin Santos
WELLESLEY, Massachusetts
John Bowen
WELLESLEY, Massachusetts
John Whipple Filoon
WELLESLEY, Massachusetts
Joseph Gencarella
WELLESLEY, Massachusetts
Joseph Marcaurele
WELLESLEY, Massachusetts
Kathleen Ryan
WELLESLEY, Massachusetts
Kerry Paul Falco
WELLESLEY, Massachusetts
Kimberly Irene Mccarthy
WELLESLEY, Massachusetts
Kristen Disanto
WELLESLEY, Massachusetts
Maria Anna Staffiere
WELLESLEY, Massachusetts
Maria Janes
WELLESLEY, Massachusetts
Mark Kenyon Wever Gim
WELLESLEY, Massachusetts
Mark Thomas Kelly
WELLESLEY, Massachusetts
Olalekan Adeduji
WELLESLEY, Massachusetts
Peter Phillips
WELLESLEY, Massachusetts
Peter Secrist
WELLESLEY, Massachusetts
Ronald Anthony Sugameli
WELLESLEY, Massachusetts
Ronald Ohsberg
WELLESLEY, Massachusetts
Sandra Parrillo
WELLESLEY, Massachusetts
Stephen Gabriel Dacosta
WELLESLEY, Massachusetts
Steven Crandall
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
23 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WASHINGTON TRUST ADVISORS, INC. (CRD# 110407) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.