Washington Trust Advisors
Washington Trust Advisors (CRD# 110407) is a financial advisory firm headquartered in Wellesley, MA. They manage $1,908,947,260 in 1,414 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,909MILLION
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Total Number of Accounts1,414ACCOUNTS
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Average Account Value$1,350,033
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA
Thomas Ellis (CRD# 1489242) is an Investment Advisor Representative working at Washington Trust Advisors in New Haven, CT and has over 13 years of experience in the finance industry.
Kenneth Julian (CRD# 1189817) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 32 years of experience in the finance industry.
James Zoldy (CRD# 2841707) is an Investment Advisor Representative working at Washington Trust Advisors in Wellesley, MA and has over 9 years of experience in the finance industry.
Edward Gencarelli (CRD# 7836886) is an Investment Advisor Representative working at Washington Trust Advisors in Westerly, RI and has 1 year of experience in the finance industry.
Kimberly McCarthy (CRD# 7700839) is an Investment Advisor Representative working at Washington Trust Advisors in Providence, RI and has 1 year of experience in the finance industry.