WASHINGTON TRUST ADVISORS, INC.

WASHINGTON TRUST ADVISORS
WELLESLEY, Massachusetts·9 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
9
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.

9 registered advisors
John Whipple Filoon
WELLESLEY, Massachusetts
Kerry Paul Falco
WELLESLEY, Massachusetts
Kimberly Irene Mccarthy
WELLESLEY, Massachusetts
Maria Anna Staffiere
WELLESLEY, Massachusetts
Mark Thomas Kelly
WELLESLEY, Massachusetts
Olalekan Adeduji
WELLESLEY, Massachusetts
Peter Secrist
WELLESLEY, Massachusetts
Ronald Anthony Sugameli
WELLESLEY, Massachusetts
Stephen Gabriel Dacosta
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
9 advisors

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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.