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.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Trust Advisors | Wellesley, MA | Nov 2023 - Current | < 1 |
| Locke Lord LLP | Providence, RI | Sep 2022 - Nov 2023 | 1 |
| Unemployed | Westerly, RI | May 2022 - Sep 2022 | < 1 |
| Roger Williams University School Of Law | Bristol, RI | May 2020 - May 2022 | 2 |
| United States Court Of Appeals For The First Circuit | Providence, RI | Aug 2021 - Apr 2022 | < 1 |
| Locke Lord LLP | Providence, RI | May 2021 - Jul 2021 | < 1 |
| Rhode Island Office Of Attorney General | Providence, RI | Jun 2020 - Jul 2020 | < 1 |
| Unemployed | Westerly, RI | May 2019 - May 2020 | 1 |
| The Washington Trust Company | Westerly, RI | May 2017 - May 2019 | 2 |
| Mcquade's Marketplace | Westerly, RI | Jul 2011 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- CT
- MA
- RI
-
Total Assets Under Management1,909MILLIONS
-
Total Number of Accounts1,414ACCOUNTS
-
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
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