Washington Trust Advisors

Washington Trust Advisors (CRD# 110407) is a financial advisory firm headquartered in Wellesley, MA. They manage $1,757,126,043 in 749 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,757
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $2,345,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, ME, NC, NH, NY, PA, RI, VA

Financial Advisors at Washington Trust Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Thomas N. Ellis
CRD#: 1489242
265 Church Street, Suite 1006, New Haven, CT 06510

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.

2
Kenneth J. Julian
CRD#: 1189817
100 William St, Suite 200, Wellesley, MA 02481

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.

3
James S. Zoldy
CRD#: 2841707
100 William St, Suite 200, Wellesley, MA 02481

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.

4
Edward A. Gencarelli
CRD#: 7836886
Westerly, RI

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.

5
Kimberly I. McCarthy
CRD#: 7700839
10 Weybosset Street, Providence, RI 02903

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.